Lake Street Private Wealth’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $933K | Sell |
32,515
-3,790
| -10% | -$109K | 0.13% | 109 |
|
|
2025
Q1 | $1.02M | Sell |
36,305
-1,250
| -3% | -$35.1K | 0.17% | 105 |
|
|
2024
Q4 | $1.04M | Sell |
37,555
-1,400
| -4% | -$38.9K | 0.17% | 103 |
|
|
2024
Q3 | $1.07M | Sell |
38,955
-1,350
| -3% | -$37K | 0.17% | 104 |
|
|
2024
Q2 | $1.08M | Sell |
40,305
-4,900
| -11% | -$131K | 0.14% | 137 |
|
|
2024
Q1 | $1.19M | Sell |
45,205
-820
| -2% | -$21.6K | 0.16% | 132 |
|
|
2023
Q4 | $1.18M | Buy |
+46,025
| New | +$1.18M | 0.19% | 122 |
|