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

Reston Wealth Management’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
-1,240
Closed -$26K – 379
2024
Q3 		$26K Buy
+1,240
New +$25.6K 0.01% 176

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 $4.79B AUM 27.94% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Reston Wealth Management's TBJL Position: Q4 2024 in Review

Reston Wealth Management sold out of Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) in Q4 2024, closing a stake of 1,240 shares — an estimated $26K sold.

Reston Wealth Management first reported a position in TBJL in Q3 2024 and held it in 1 quarter. The position peaked at $26K in Q3 2024. 19 funds tracked by Wall St. Rank hold TBJL as of Q4 2024.

  • Reston Wealth Management reported no remaining Innovator 20+ Year Treasury Bond 9 Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 1,240 Innovator 20+ Year Treasury Bond 9 Buffer ETF July shares in Q4 2024, an estimated $26K.
  • Reston Wealth Management first reported a position in Innovator 20+ Year Treasury Bond 9 Buffer ETF July in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Innovator 20+ Year Treasury Bond 9 Buffer ETF July position peaked at $26K 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 Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.