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WealthPLAN Partners’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

WealthPLAN Partners’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
2024
Q1 		– Sell
-21,678
Closed -$556K – 343
2023
Q4 		$556K Buy
+21,678
New +$540K 0.06% 209

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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $116M AUM 2.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

WealthPLAN Partners's TJUL Position: Q1 2024 in Review

WealthPLAN Partners sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q1 2024, closing a stake of 21,678 shares — an estimated $556K sold.

WealthPLAN Partners first reported a position in TJUL in Q4 2023 and held it in 1 quarter. The position peaked at $556K in Q4 2023. 92 funds tracked by Wall St. Rank hold TJUL as of Q1 2024.

  • WealthPLAN Partners reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q1 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 21,678 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q1 2024, an estimated $556K.
  • WealthPLAN Partners first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q4 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $556K in Q4 2023.
  • 92 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q1 2024.

Based on WealthPLAN Partners's 13F filing for Q1 2024, filed 7 May 2024.