Vantage Financial Partners (Wisconsin)’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 | $592K | Hold |
20,638
| – | – | 0.14% | 103 |
|
|
2025
Q1 | $579K | Sell |
20,638
-4,082
| -17% | -$115K | 0.14% | 94 |
|
|
2024
Q4 | $686K | Sell |
24,720
-229
| -0.9% | -$6.36K | 0.17% | 79 |
|
|
2024
Q3 | $685K | Sell |
24,949
-227
| -0.9% | -$6.23K | 0.17% | 84 |
|
|
2024
Q2 | $674K | Hold |
25,176
| – | – | 0.18% | 63 |
|
|
2024
Q1 | $662K | Buy |
25,176
+7,656
| +44% | +$201K | 0.18% | 63 |
|
|
2023
Q4 | $450K | Buy |
+17,520
| New | +$450K | 0.13% | 77 |
|