TJUL β€” INNOVATOR ETFS TRUST

Ownership history in Gradient Investments LLC  Β·  6 quarters on record

AI Ownership Summary

Gradient Investments LLC reported INNOVATOR ETFS TRUST (TJUL) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.1% in 2024 Q4. The latest visible filing shows TJUL at 0.45% 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 Gradient Investments LLC's position in INNOVATOR ETFS TRUST, 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 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.1% in 2024 Q4

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

Time in book
Holding Window
2024 Q3 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 Gradient Investments LLC held TJUL β€” position size vs. price
% of Fund (quarterly)    TJUL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 965,144 +11,726 +1.2% 0.45% $28.6M 2026-02-14 (Est.) $29.68
2025 Q3 ADDED 953,418 +20,122 +2.2% 0.47% $27.9M 2025-10-06 $29.37
2025 Q2 REDUCED 933,296 -10,368 -1.1% 0.49% $26.8M 2025-07-08 $28.65
2025 Q1 REDUCED 943,664 -1,016,166 -51.8% 0.53% $26.5M 2025-04-09 $27.76
2024 Q4 ADDED 1,959,830 +117,295 +6.4% 1.10% $54.4M 2025-01-21 $28.01
2024 Q3 INITIATED 1,842,535 β€” β€” 1.05% $50.6M 2024-10-15 $27.46

FAQ About Gradient Investments 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 Gradient Investments LLC reported owning TJUL?

Gradient Investments LLC reported TJUL across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported TJUL position in Gradient Investments LLC's portfolio?

The largest reported portfolio weight for TJUL was 1.10% in 2024 Q4.

What is the latest reported TJUL position on this page?

The most recent filing on this page is 2025 Q4, when Gradient Investments LLC reported 965,144 shares, equal to 0.45% of portfolio, with an estimated market value of $28.6M.

What does the chart on this TJUL ownership page compare?

The chart compares Gradient Investments 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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