Tci Wealth Advisors, Inc. Innovator U.S. Equity Buffer E Transaction History

Tci Wealth Advisors, Inc.

$1.52 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 24, 2022	SELL	$31.38 - $33.38 $13,148 - $13,986	-419 Closed	0 $0
Q3 2021 Oct 29, 2021	BUY	$31.15 - $32.37 $13,051 - $13,563	419 New	419 $13,000

Others Institutions Holding BJUL

# of Institutions

121

Shares Held

4.11M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

549K
Shares

$27.3 Million
0.38% of portfolio
Penserra Capital Management LLC Orinda, CA

379K
Shares

$18.8 Million
0.25% of portfolio
Integral Investment Advisors, Inc.

269K
Shares

$13.4 Million
3.73% of portfolio
Commonwealth Equity Services, LLC

225K
Shares

$11.2 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

195K
Shares

$9.71 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BJUL
Sector ETFs
Industry ETFs

More about BJUL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tci Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.