Pinnacle Wealth Management Group’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
Q1 | – | Sell |
-15,360
| Closed | -$427K | – | 124 |
|
|
2024
Q4 | $427K | Hold |
15,360
| – | – | 0.27% | 67 |
|
|
2024
Q3 | $421K | Sell |
15,360
-7,800
| -34% | -$214K | 0.27% | 71 |
|
|
2024
Q2 | $620K | Sell |
23,160
-1,000
| -4% | -$26.8K | 0.42% | 45 |
|
|
2024
Q1 | $636K | Hold |
24,160
| – | – | 0.47% | 46 |
|
|
2023
Q4 | $620K | Buy |
24,160
+2,760
| +13% | +$70.8K | 0.51% | 48 |
|
|
2023
Q3 | $523K | Buy |
+21,400
| New | +$523K | 0.48% | 50 |
|