SEA
TBJL icon

Stegent Equity Advisors’s Innovator 20+ Year Treasury Bond 9 Buffer ETF July TBJL Stock Holding History

Stegent Equity Advisors’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
2022
Q1 		– Sell
-9,175
Closed -$225K – 111
2021
Q4 		$225K Buy
+9,175
New +$223K 0.18% 97

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OCM
Orion Capital Management Coronado, California $290M AUM 17.97% 1-Year Est. Return

Stegent Equity Advisors's TBJL Position: Q1 2022 in Review

Stegent Equity Advisors sold out of Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) in Q1 2022, closing a stake of 9,175 shares — an estimated $225K sold.

Stegent Equity Advisors first reported a position in TBJL in Q4 2021 and held it in 1 quarter. The position peaked at $225K in Q4 2021. 8 funds tracked by Wall St. Rank hold TBJL as of Q1 2022.

  • Stegent Equity Advisors reported no remaining Innovator 20+ Year Treasury Bond 9 Buffer ETF July position as of Q1 2022 after selling out during the quarter.
  • Stegent Equity Advisors sold 9,175 Innovator 20+ Year Treasury Bond 9 Buffer ETF July shares in Q1 2022, an estimated $225K.
  • Stegent Equity Advisors first reported a position in Innovator 20+ Year Treasury Bond 9 Buffer ETF July in Q4 2021 and held it in 1 quarter.
  • Stegent Equity Advisors's Innovator 20+ Year Treasury Bond 9 Buffer ETF July position peaked at $225K in Q4 2021.
  • 8 funds tracked by Wall St. Rank held Innovator 20+ Year Treasury Bond 9 Buffer ETF July as of Q1 2022.

Based on Stegent Equity Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.