Vishria Bird Financial Group, LLC TJUL — INNOVATOR ETFS TR

Ownership history in Vishria Bird Financial Group, LLC  ·  9 quarters on record

AI Ownership Summary

Vishria Bird Financial Group, LLC reported INNOVATOR ETFS TR (TJUL) in 9 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 4.53% in 2024 Q1. The latest visible filing shows TJUL at 2.19% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TJUL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vishria Bird Financial Group, 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 Q3

TJUL was reported at 2.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.53% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2025 Q3

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.

TJUL stock page Vishria Bird Financial Group, LLC fund profile Vishria Bird Financial Group, LLC full holdings
How Vishria Bird Financial Group, LLC held TJUL — position size vs. price
% of Fund (quarterly)    TJUL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED — — — 381,472 -964 -0.3% 2.19% $11.2M 2025-11-14 (Est.) $29.35
2025 Q2 REDUCED — — — 382,436 -7,396 -1.9% 3.65% $11.0M 2025-07-07 $28.62
2025 Q1 REDUCED — — — 389,832 -5,716 -1.4% 3.72% $10.9M 2025-04-28 $27.99
2024 Q4 REDUCED — — — 395,548 -3,207 -0.8% 3.85% $11.0M 2025-01-21 $28.01
2024 Q3 UNCHANGED — — — 398,755 — 0% 4.15% $10.9M 2024-11-06 $27.62
2024 Q2 REDUCED — — — 398,755 -3,151 -0.8% 4.49% $10.7M 2024-07-23 $26.96
2024 Q1 REDUCED — — — 401,906 -5,591 -1.4% 4.53% $10.6M 2024-04-22 $26.03
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TJUL

As of 2026 Q1 — sorted by position size

Legacy CG, LLC 3Y 4.5% MTM FINANCIAL GROUP, LLC 0.66% Atlantic Private Wealth, LLC 3Y 0.44% IFG Advisory, LLC 3Y 7Y 0.41% Diligent Investors, LLC 3Y 7Y 0.37% Integrated Wealth Management 0.35% KFG WEALTH MANAGEMENT, LLC 3Y 0.3% HOWARD BAILEY SECURITIES, LLC 0.26% Opus Financial Solutions LLC 0.25% Intentional Wealth Strategies, LLC 0.19%

FAQ About Vishria Bird Financial Group, 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 Vishria Bird Financial Group, LLC reported owning TJUL?

Vishria Bird Financial Group, LLC reported TJUL across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported TJUL position in Vishria Bird Financial Group, LLC's portfolio?

The largest reported portfolio weight for TJUL was 4.53% in 2024 Q1.

What is the latest reported TJUL position on this page?

The most recent filing on this page is 2025 Q3, when Vishria Bird Financial Group, LLC reported 381,472 shares, equal to 2.19% of portfolio, with an estimated market value of $11.2M.

What does the chart on this TJUL ownership page compare?

The chart compares Vishria Bird Financial Group, 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.

How well did Vishria Bird Financial Group, LLC time their TJUL position?

Based on 13F filing dates vs. subsequent TJUL price moves, Vishria Bird Financial Group, LLC correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on TJUL relative to SPY over the holding period was -14.4%.

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