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Relative Value Partners Group’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Relative Value Partners Group’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
Q2 		$1.08M Buy
+40,305
New +$1.06M 0.14% 137

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
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Relative Value Partners Group's TJUL Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q2 2024: 40,305 shares worth $1.08M. The stake represents 0.14% of the portfolio and ranks #137 among its holdings.

90 funds tracked by Wall St. Rank hold TJUL as of Q2 2024.

  • Relative Value Partners Group held 40,305 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $1.08M as of Q2 2024.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2027 was a new Relative Value Partners Group position in Q2 2024.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up 0.14% of Relative Value Partners Group's portfolio in Q2 2024, its #137 holding.
  • 90 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.