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

Stegent Equity Advisors, Inc.

$86.8 Million
Q1 2024

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

15

Shares Held

4.31M

Call Options Held

0

Put Options Held

0

Altfest L J & CO Inc

2.34M
Shares

$46.1 Million
6.61% of portfolio
Gradient Investments LLC

1.26M
Shares

$24.9 Million
0.71% of portfolio
Motiv8 Investments LLC Port St. Lucie, FL

238K
Shares

$4.7 Million
3.69% of portfolio
Arlington Capital Management, Inc. Arlington Heights, IL

119K
Shares

$2.35 Million
2.16% of portfolio
Integrated Wealth Concepts LLC

91.2K
Shares

$1.8 Million
0.03% of portfolio

About INNOVATOR 20+ YEAR TREASURY BO

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