NewEdge Advisors’s Innovator 20+ Year Treasury Bond 5 Floor ETF July TFJL Stock Holding History

NewEdge Advisors’s Portfolio TFJL Stock Details TFJL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-777	Closed	-$15.4K	–	4094
2022 Q4	$15.4K	Buy	+777	New	+$15.8K	﹤0.01%	2216

Other funds holding TFJL

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NewEdge Advisors's TFJL Position: Q1 2023 in Review

NewEdge Advisors sold out of Innovator 20+ Year Treasury Bond 5 Floor ETF July (TFJL) in Q1 2023, closing a stake of 777 shares — an estimated $15.4K sold.

NewEdge Advisors first reported a position in TFJL in Q4 2022 and held it in 1 quarter. The position peaked at $15.4K in Q4 2022. 6 funds tracked by Wall St. Rank hold TFJL as of Q1 2023.

NewEdge Advisors reported no remaining Innovator 20+ Year Treasury Bond 5 Floor ETF July position as of Q1 2023 after selling out during the quarter.
NewEdge Advisors sold 777 Innovator 20+ Year Treasury Bond 5 Floor ETF July shares in Q1 2023, an estimated $15.4K.
NewEdge Advisors first reported a position in Innovator 20+ Year Treasury Bond 5 Floor ETF July in Q4 2022 and held it in 1 quarter.
NewEdge Advisors's Innovator 20+ Year Treasury Bond 5 Floor ETF July position peaked at $15.4K in Q4 2022.
6 funds tracked by Wall St. Rank held Innovator 20+ Year Treasury Bond 5 Floor ETF July as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.