SAM
TBJL icon

Synergy Asset Management’s Innovator 20+ Year Treasury Bond 9 Buffer ETF July TBJL Stock Holding History

Synergy Asset Management’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
2025
Q1 		– Sell
-344
Closed -$7.22K – 756
2024
Q4 		$7.22K Buy
+344
New +$6.94K ﹤0.01% 523

Other funds holding TBJL

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Synergy Asset Management's TBJL Position: Q1 2025 in Review

Synergy Asset Management sold out of Innovator 20+ Year Treasury Bond 9 Buffer ETF July (TBJL) in Q1 2025, closing a stake of 344 shares — an estimated $7.22K sold.

Synergy Asset Management first reported a position in TBJL in Q4 2024 and held it in 1 quarter. The position peaked at $7.22K in Q4 2024. 14 funds tracked by Wall St. Rank hold TBJL as of Q1 2025.

  • Synergy Asset Management reported no remaining Innovator 20+ Year Treasury Bond 9 Buffer ETF July position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 344 Innovator 20+ Year Treasury Bond 9 Buffer ETF July shares in Q1 2025, an estimated $7.22K.
  • Synergy Asset Management first reported a position in Innovator 20+ Year Treasury Bond 9 Buffer ETF July in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Innovator 20+ Year Treasury Bond 9 Buffer ETF July position peaked at $7.22K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Innovator 20+ Year Treasury Bond 9 Buffer ETF July as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.