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Milestone Asset Management’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Milestone Asset Management’s Portfolio TJUL Stock Details TJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,147
Closed -$260K – 173
2023
Q4 		$260K Buy
10,147
+871
+9% +$21.7K 0.09% 64
2023
Q3 		$227K Buy
+9,276
New +$230K 0.08% 78

Other funds holding TJUL

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $116M AUM 2.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $203M AUM 11% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Milestone Asset Management's TJUL Position: Q1 2024 in Review

Milestone Asset Management sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q1 2024, closing a stake of 10,147 shares — an estimated $260K sold.

Milestone Asset Management first reported a position in TJUL in Q3 2023 and held it in 2 quarters. The position peaked at $260K in Q4 2023. 92 funds tracked by Wall St. Rank hold TJUL as of Q1 2024.

  • Milestone Asset Management reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q1 2024 after selling out during the quarter.
  • Milestone Asset Management sold 10,147 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q1 2024, an estimated $260K.
  • Milestone Asset Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2023 and held it in 2 quarters.
  • Milestone Asset Management's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $260K in Q4 2023.
  • 92 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q1 2024.

Based on Milestone Asset Management's 13F filing for Q1 2024, filed 23 Apr 2024.