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L.J. Altfest & Co’s Innovator 20+ Year Treasury Bond 9 Buffer ETF July TBJL Stock Holding History

L.J. Altfest & Co’s Portfolio TBJL Stock Details TBJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-17,462
Closed -$348K – 352
2026
Q1 		$348K Sell
17,462
-1,459
-8% -$29.2K 0.04% 257
2025
Q4 		$377K Sell
18,921
-12,772
-40% -$258K 0.04% 255
2025
Q3 		$637K Sell
31,693
-6,175
-16% -$122K 0.07% 195
2025
Q2 		$757K Sell
37,868
-821,269
-96% -$16.3M 0.09% 160
2025
Q1 		$17.4M Buy
859,137
+812,373
+1,737% +$16.2M 2.18% 12
2024
Q4 		$915K Sell
46,764
-5,098
-10% -$103K 0.12% 122
2024
Q3 		$1.09M Sell
51,862
-1,640,942
-97% -$33.9M 0.15% 121
2024
Q2 		$34.1M Sell
1,692,804
-648,903
-28% -$12.8M 4.66% 1
2024
Q1 		$46.6M Buy
2,341,707
+26,337
+1% +$521K 6.61% 1
2023
Q4 		$46.8M Sell
2,315,370
-10,490
-0.5% -$198K 6.78% 1
2023
Q3 		$43.3M Buy
2,325,860
+749,859
+48% +$14.7M 6.83% 2
2023
Q2 		$32.6M Sell
1,576,001
-728,687
-32% -$14.9M 4.89% 2
2023
Q1 		$47.3M Buy
2,304,688
+90,044
+4% +$1.82M 7.41% 1
2022
Q4 		$43M Buy
+2,214,644
New +$43M 7.12% 2

Other funds holding TBJL

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

L.J. Altfest & Co's TBJL Position: Q2 2026 in Review

L.J. Altfest & Co sold out of Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) in Q2 2026, closing a stake of 17,462 shares — an estimated $348K sold.

L.J. Altfest & Co first reported a position in TBJL in Q4 2022 and held it in 14 quarters. The position peaked at $47.3M in Q1 2023. 6 funds tracked by Wall St. Rank hold TBJL as of Q2 2026.

  • L.J. Altfest & Co reported no remaining Innovator 20+ Year Treasury Bond 9 Buffer ETF July position as of Q2 2026 after selling out during the quarter.
  • L.J. Altfest & Co sold 17,462 Innovator 20+ Year Treasury Bond 9 Buffer ETF July shares in Q2 2026, an estimated $348K.
  • L.J. Altfest & Co first reported a position in Innovator 20+ Year Treasury Bond 9 Buffer ETF July in Q4 2022 and held it in 14 quarters.
  • L.J. Altfest & Co's Innovator 20+ Year Treasury Bond 9 Buffer ETF July position peaked at $47.3M in Q1 2023.
  • 6 funds tracked by Wall St. Rank held Innovator 20+ Year Treasury Bond 9 Buffer ETF July as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.