Stratos Wealth Advisors’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 |
-7,820
| Closed | -$219K | – | 712 |
|
2025
Q1 | $219K | Hold |
7,820
| – | – | 0.01% | 609 |
|
2024
Q4 | $217K | Sell |
7,820
-907
| -10% | -$25.2K | 0.01% | 661 |
|
2024
Q3 | $239K | Hold |
8,727
| – | – | 0.01% | 666 |
|
2024
Q2 | $234K | Hold |
8,727
| – | – | 0.01% | 623 |
|
2024
Q1 | $230K | Buy |
8,727
+303
| +4% | +$7.97K | 0.01% | 602 |
|
2023
Q4 | $216K | Buy |
+8,424
| New | +$216K | 0.01% | 630 |
|