SPIA
TBJL icon

Steward Partners Investment Advisory’s Innovator 20+ Year Treasury Bond 9 Buffer ETF July TBJL Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-500
Closed -$10.1K – 3667
2023
Q4 		$10.1K Buy
+500
New +$9.45K ﹤0.01% 2708

Other funds holding TBJL

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
MI
Motiv8 Investments Port St. Lucie, Florida $183K AUM 15.06% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Steward Partners Investment Advisory's TBJL Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) in Q1 2024, closing a stake of 500 shares — an estimated $10.1K sold.

Steward Partners Investment Advisory first reported a position in TBJL in Q4 2023 and held it in 1 quarter. The position peaked at $10.1K in Q4 2023. 16 funds tracked by Wall St. Rank hold TBJL as of Q1 2024.

  • Steward Partners Investment Advisory reported no remaining Innovator 20+ Year Treasury Bond 9 Buffer ETF July position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 500 Innovator 20+ Year Treasury Bond 9 Buffer ETF July shares in Q1 2024, an estimated $10.1K.
  • Steward Partners Investment Advisory first reported a position in Innovator 20+ Year Treasury Bond 9 Buffer ETF July in Q4 2023 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Innovator 20+ Year Treasury Bond 9 Buffer ETF July position peaked at $10.1K in Q4 2023.
  • 16 funds tracked by Wall St. Rank held Innovator 20+ Year Treasury Bond 9 Buffer ETF July as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.