Innovator 20 YR Treas Bond 5TFJLETF
13F holders, Q1 2024 (March 31)7holders
$20.39avg. 13F price*
At the end of Q1 2024, 7 institutions reported holding Innovator 20 YR Treas Bond 5 (TFJL) in their 13F filings. The largest holders were Brookstone Capital Management ($4.2M), Palumbo Wealth Management LLC ($3.6M) and Arlington Capital Management, Inc. ($884K).
- Company
- Innovator 20 YR Treas Bond 5
- CUSIP
- 45782C243
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.2M |
| Exits | 1 | $34K |
Ownership 7 holders
| Brookstone Capital Management | 0.08% | Add +39.7% | 208,096 | $4.2M |
| Palumbo Wealth Management LLC | 1.60% | Add +5.4% | 175,714 | $3.6M |
| Arlington Capital Management, Inc. | 0.74% | New | 43,375 | $884K |
| Altfest L J & Co. Inc. | 0.04% | Reduce -0.6% | 14,240 | $290K |
| Susquehanna International Group, LLP | 0.00% | New | 14,044 | $286K |
| CoreCap Advisors, LLC | 0.00% | New | 997 | $20K |
| Osaic Holdings, Inc. | 0.00% | No change | 495 | $10K |
"% of holder's portfolio" is TFJL's weight in each manager's 13F, not the share of Innovator 20 YR Treas Bond 5 the manager owns.