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Paladin Wealth’s Innovator 20+ Year Treasury Bond 9 Buffer ETF July TBJL Stock Holding History

Paladin Wealth’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
2024
Q4 		– Sell
-563
Closed -$11.8K – 210
2024
Q3 		$11.8K Buy
+563
New +$11.6K 0.01% 167

Other funds holding TBJL

ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Paladin Wealth's TBJL Position: Q4 2024 in Review

Paladin Wealth sold out of Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) in Q4 2024, closing a stake of 563 shares — an estimated $11.8K sold.

Paladin Wealth first reported a position in TBJL in Q3 2024 and held it in 1 quarter. The position peaked at $11.8K in Q3 2024. 19 funds tracked by Wall St. Rank hold TBJL as of Q4 2024.

  • Paladin Wealth reported no remaining Innovator 20+ Year Treasury Bond 9 Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • Paladin Wealth sold 563 Innovator 20+ Year Treasury Bond 9 Buffer ETF July shares in Q4 2024, an estimated $11.8K.
  • Paladin Wealth first reported a position in Innovator 20+ Year Treasury Bond 9 Buffer ETF July in Q3 2024 and held it in 1 quarter.
  • Paladin Wealth's Innovator 20+ Year Treasury Bond 9 Buffer ETF July position peaked at $11.8K in Q3 2024.
  • 19 funds tracked by Wall St. Rank held Innovator 20+ Year Treasury Bond 9 Buffer ETF July as of Q4 2024.

Based on Paladin Wealth's 13F filing for Q4 2024, filed 29 Jan 2025.