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Silver Oak Securities’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Silver Oak Securities’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 		– Sell
-9,682
Closed -$259K – 583
2024
Q2 		$259K Buy
9,682
+1,413
+17% +$37.3K 0.04% 317
2024
Q1 		$218K Sell
8,269
-88
-1% -$2.29K 0.03% 363
2023
Q4 		$215K Buy
+8,357
New +$208K 0.03% 450

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 $286M AUM 19.63% 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 $110B AUM 26.29% 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

Silver Oak Securities's TJUL Position: Q3 2024 in Review

Silver Oak Securities sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q3 2024, closing a stake of 9,682 shares — an estimated $259K sold.

Silver Oak Securities first reported a position in TJUL in Q4 2023 and held it in 3 quarters. The position peaked at $259K in Q2 2024. 89 funds tracked by Wall St. Rank hold TJUL as of Q3 2024.

  • Silver Oak Securities reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q3 2024 after selling out during the quarter.
  • Silver Oak Securities sold 9,682 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q3 2024, an estimated $259K.
  • Silver Oak Securities first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q4 2023 and held it in 3 quarters.
  • Silver Oak Securities's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $259K in Q2 2024.
  • 89 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q3 2024.

Based on Silver Oak Securities's 13F filing for Q3 2024, filed 23 Oct 2024.