Milestone Asset Management’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
2024
Q1
Sell
-10,147
Closed -$260K 172
2023
Q4
$260K Buy
10,147
+871
+9% +$22.4K 0.09% 64
2023
Q3
$227K Buy
+9,276
New +$227K 0.08% 78