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Raymond James Financial Services Advisors’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Raymond James Financial Services Advisors’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
Q3 		$480K Hold
17,488
– – ﹤0.01% 2653
2024
Q2 		$468K Hold
17,488
– – ﹤0.01% 2583
2024
Q1 		$460K Buy
+17,488
New +$454K ﹤0.01% 2584

Other funds holding TJUL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial Services Advisors's TJUL Position: Q3 2024 in Review

Raymond James Financial Services Advisors held its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) position steady in Q3 2024 at 17,488 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #2653.

Raymond James Financial Services Advisors first reported a position in TJUL in Q1 2024 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold TJUL as of Q3 2024.

  • Raymond James Financial Services Advisors held 17,488 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $480K as of Q3 2024.
  • Raymond James Financial Services Advisors left its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 share count unchanged in Q3 2024.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2653 holding.
  • Raymond James Financial Services Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q1 2024 and has held it in 3 quarters since.
  • 89 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.