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Innovator 20+ Year Treasury Bond 5 Floor ETF - July (TFJL) Institutional Ownership

$19.96 +0.02 (+0.08%)
(As of 12/20/2024 ET)

Institutional Ownership Changes (13F Filings) for Innovator 20+ Year Treasury Bond 5 Floor ETF - July (BATS:TFJL)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$70.14M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$714.47K
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TFJL Institutional Buying and Selling by Quarter

Innovator 20+ Year Treasury Bond 5 Floor ETF - July Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/16/2024 SMART Wealth LLC715,966$15.08M5.9%+12.8%23.474%
11/18/2024 Brown Financial Advisors124,819$2.63M1.1%+4.6%4.092%
10/30/2024 Arlington Capital Management Inc.48,370$1.02M0.8%+14.6%1.586%
10/28/2024 Palumbo Wealth Management LLC166,152$3.50M1.4%-5.5%5.448%
10/11/2024 Paladin Wealth LLC78,857$1.66M1.5%N/A2.585%
10/8/2024 Brookstone Capital Management189,045$3.98M0.1%-1.0%6.198%
9/30/2024 Mattson Financial Services LLC53,521$1.06M0.4%N/A1.755%
8/30/2024 Brown Financial Advisors119,320$2.36M1.1%N/A3.912%
7/31/2024Commonwealth Equity Services LLC878,197$17.40M0.0%N/A28.793%
7/18/2024 Gradient Investments LLC2,024,908$40.11M0.9%N/A66.390%
7/18/2024 Brookstone Capital Management191,051$3.86M0.1%-8.2%6.264%
4/24/2024 Arlington Capital Management Inc.43,375$884K0.7%N/A6.196%
4/15/2024 Brookstone Capital Management208,096$4.24M0.1%+39.7%29.728%
1/22/2024 Palumbo Wealth Management LLC166,749$3.57M1.8%-3.5%18.528%
1/18/2024 Altfest L J & Co. Inc.14,321$307K0.0%N/A1.591%
1/11/2024 Brookstone Capital Management148,920$3.19M0.1%N/A16.547%
10/23/2023Commonwealth Equity Services LLC257,254$4.96M0.0%-0.7%28.584%
10/16/2023 Palumbo Wealth Management LLC172,823$3.33M1.8%N/A19.203%
8/10/2023Commonwealth Equity Services LLC258,941$5.27M0.0%+14.5%28.771%
8/4/2023 Envestnet Asset Management Inc.394,976$8.04M0.0%N/A43.886%
8/4/2023IFP Advisors Inc2,500$62K0.0%+100.0%0.278%
7/11/2023 Brookstone Capital Management28,916$574K0.0%+71.2%7.609%
5/11/2023Commonwealth Equity Services LLC226,179$4.78M0.0%N/A59.521%
4/19/2023 Brookstone Capital Management16,888$349K0.0%N/A4.444%
4/18/2023IFP Advisors Inc1,250$31K0.0%N/A0.329%
(Data available from 1/1/2016 forward)

TFJL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TFJL shares?

During the previous two years, 12 institutional investors and hedge funds held shares of Innovator 20+ Year Treasury Bond 5 Floor ETF - July. The most heavily invested institutionals were Gradient Investments LLC ($40.11M), Commonwealth Equity Services LLC ($17.40M), SMART Wealth LLC ($15.08M), Envestnet Asset Management Inc. ($8.04M), Brookstone Capital Management ($3.98M), Palumbo Wealth Management LLC ($3.50M), and Brown Financial Advisors ($2.63M).Learn more on TFJL's institutional investors.

Which institutional investors have been buying Innovator 20+ Year Treasury Bond 5 Floor ETF - July stock?

Of the 12 institutional investors that purchased Innovator 20+ Year Treasury Bond 5 Floor ETF - July stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($2.02M), Commonwealth Equity Services LLC ($1.14M), Envestnet Asset Management Inc. ($394.98K), Brookstone Capital Management ($237.01K), Palumbo Wealth Management LLC ($172.82K), Brown Financial Advisors ($124.82K), and SMART Wealth LLC ($81.30K).

How much institutional buying is happening at Innovator 20+ Year Treasury Bond 5 Floor ETF - July?

Institutional investors have bought a total of 4,371,727 shares in the last 24 months. This purchase volume represents approximately $87.62M in transactions.

Which Innovator 20+ Year Treasury Bond 5 Floor ETF - July major shareholders have been selling company stock?

The following institutional investors have sold Innovator 20+ Year Treasury Bond 5 Floor ETF - July stock in the last 24 months: Brookstone Capital Management ($19.05K), Palumbo Wealth Management LLC ($15.79K), and Commonwealth Equity Services LLC ($1.69K).

How much institutional selling is happening at Innovator 20+ Year Treasury Bond 5 Floor ETF - July?

Institutional investors have sold a total of 36,524 shares in the last 24 months. This volume of shares sold represents approximately $747.01K in transactions.



This page (BATS:TFJL) was last updated on 12/22/2024 by MarketBeat.com Staff
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