WE
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Wealth Effects’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Wealth Effects’s Portfolio TJUL Stock Details TJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-9,035
Closed -$221K – 235
2023
Q3 		$221K Buy
+9,035
New +$224K 0.11% 154

Other funds holding TJUL

AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Effects's TJUL Position: Q4 2023 in Review

Wealth Effects sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q4 2023, closing a stake of 9,035 shares — an estimated $221K sold.

Wealth Effects first reported a position in TJUL in Q3 2023 and held it in 1 quarter. The position peaked at $221K in Q3 2023. 86 funds tracked by Wall St. Rank hold TJUL as of Q4 2023.

  • Wealth Effects reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q4 2023 after selling out during the quarter.
  • Wealth Effects sold 9,035 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q4 2023, an estimated $221K.
  • Wealth Effects first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2023 and held it in 1 quarter.
  • Wealth Effects's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $221K in Q3 2023.
  • 86 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q4 2023.

Based on Wealth Effects's 13F filing for Q4 2023, filed 29 Jan 2024.