Steward Partners Investment Advisory’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-403
| Closed | -$11.3K | – | 4240 |
|
|
2025
Q1 | $11.3K | Hold |
403
| – | – | ﹤0.01% | 3034 |
|
|
2024
Q4 | $11.2K | Hold |
403
| – | – | ﹤0.01% | 3053 |
|
|
2024
Q3 | $11.1K | Hold |
403
| – | – | ﹤0.01% | 2914 |
|
|
2024
Q2 | $10.8K | Hold |
403
| – | – | ﹤0.01% | 2793 |
|
|
2024
Q1 | $10.6K | Hold |
403
| – | – | ﹤0.01% | 2789 |
|
|
2023
Q4 | $10.3K | Buy |
+403
| New | +$10.3K | ﹤0.01% | 2697 |
|