Stegent Equity Advisors, Inc. Innovator 20+ Year Treasury Bo Transaction History

Stegent Equity Advisors, Inc.

$102 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 25, 2022	SELL	$22.79 - $24.23 $209,098 - $222,310	-9,175 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$23.82 - $24.79 $218,548 - $227,448	9,175 New	9,175 $225,000

Others Institutions Holding TBJL

# of Institutions

20

Shares Held

1.17M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

685K
Shares

$14 Million
0.02% of portfolio
Arlington Capital Management, Inc. Arlington Heights, IL

139K
Shares

$2.85 Million
2.72% of portfolio
Ashton Thomas Private Wealth, LLC Scottsdale, AZ

114K
Shares

$2.34 Million
0.08% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

37K
Shares

$758,664
0.0% of portfolio
Old Mission Capital LLC

33.5K
Shares

$686,811
0.0% of portfolio

About INNOVATOR 20+ YEAR TREASURY BO

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