Vishria Bird Financial Group’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 | $11M | Sell |
382,436
-7,396
| -2% | -$212K | 3.65% | 12 |
|
|
2025
Q1 | $10.9M | Sell |
389,832
-5,716
| -1% | -$160K | 3.72% | 11 |
|
|
2024
Q4 | $11M | Sell |
395,548
-3,207
| -0.8% | -$89.1K | 3.85% | 10 |
|
|
2024
Q3 | $10.9M | Hold |
398,755
| – | – | 4.15% | 9 |
|
|
2024
Q2 | $10.7M | Sell |
398,755
-3,151
| -0.8% | -$84.4K | 4.49% | 9 |
|
|
2024
Q1 | $10.6M | Sell |
401,906
-5,591
| -1% | -$147K | 4.53% | 9 |
|
|
2023
Q4 | $10.5M | Sell |
407,497
-5,722
| -1% | -$147K | 4.94% | 8 |
|
|
2023
Q3 | $10.1M | Buy |
+413,219
| New | +$10.1M | 5.72% | 5 |
|