TJUL β€” INNOVATOR ETFS TR

Ownership history in CENTRAL VALLEY ADVISORS, LLC  Β·  9 quarters on record

AI Ownership Summary

CENTRAL VALLEY ADVISORS, LLC reported INNOVATOR ETFS TR (TJUL) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.34% in 2024 Q3. The latest visible filing shows TJUL at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TJUL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CENTRAL VALLEY ADVISORS, LLC's position in INNOVATOR ETFS TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TJUL was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CENTRAL VALLEY ADVISORS, LLC held TJUL β€” position size vs. price
% of Fund (quarterly)    TJUL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 21,658 β€” 0% 0.19% $641K 2026-02-14 (Est.) $29.68
2025 Q3 UNCHANGED 21,658 β€” 0% 0.20% $634K 2025-10-09 $29.35
2025 Q2 UNCHANGED 21,658 β€” 0% 0.21% $621K 2025-07-09 $28.71
2025 Q1 UNCHANGED 21,658 β€” 0% 0.23% $608K 2025-04-15 $27.70
2024 Q4 UNCHANGED 21,658 β€” 0% 0.27% $601K 2025-01-15 $27.91
2024 Q3 UNCHANGED 21,658 β€” 0% 0.34% $594K 2024-10-04 $27.46
2024 Q2 UNCHANGED 21,658 β€” 0% 0.00% $10K 2024-07-12 $26.99
2024 Q1 ADDED 21,658 +1,954 +9.9% 0.29% $570K 2024-04-12 $26.16
2023 Q4 INITIATED 19,704 β€” β€” 0.30% $506K 2024-02-09 $25.99

🏒 Other funds also holding TJUL

As of 2026 Q1 β€” sorted by position size

Noble Wealth Management PBC 0.01%

FAQ About CENTRAL VALLEY ADVISORS, LLC and TJUL

These are the practical questions this page is built to answer before you even open the full history table.

How long has CENTRAL VALLEY ADVISORS, LLC reported owning TJUL?

CENTRAL VALLEY ADVISORS, LLC reported TJUL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported TJUL position in CENTRAL VALLEY ADVISORS, LLC's portfolio?

The largest reported portfolio weight for TJUL was 0.34% in 2024 Q3.

What is the latest reported TJUL position on this page?

The most recent filing on this page is 2025 Q4, when CENTRAL VALLEY ADVISORS, LLC reported 21,658 shares, equal to 0.19% of portfolio, with an estimated market value of $641K.

What does the chart on this TJUL ownership page compare?

The chart compares CENTRAL VALLEY ADVISORS, LLC's quarterly TJUL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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