Accurate Wealth Management’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Accurate Wealth Management’s Portfolio TJUL Stock Details TJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,443	Closed	-$205K	–	457
2025 Q1	$205K	Sell	7,443 -1,800	-19%	-$50.4K	0.04%	367
2024 Q4	$257K	Hold	9,243	–	–	0.05%	320
2024 Q3	$254K	Hold	9,243	–	–	0.05%	309
2024 Q2	$249K	Sell	9,243 -175	-2%	-$4.62K	0.06%	271
2024 Q1	$245K	Buy	9,418 +1,138	+14%	+$29.5K	0.07%	248
2023 Q4	$213K	Hold	8,280	–	–	0.07%	256
2023 Q3	$204K	Buy	+8,280	New	+$205K	0.06%	257

Other funds holding TJUL

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VBFG

Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $203M AUM 11% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

BFA

Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Accurate Wealth Management's TJUL Position: Q2 2025 in Review

Accurate Wealth Management sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q2 2025, closing a stake of 7,443 shares — an estimated $205K sold.

Accurate Wealth Management first reported a position in TJUL in Q3 2023 and held it in 7 quarters. The position peaked at $257K in Q4 2024. 78 funds tracked by Wall St. Rank hold TJUL as of Q2 2025.

Accurate Wealth Management reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q2 2025 after selling out during the quarter.
Accurate Wealth Management sold 7,443 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2025, an estimated $205K.
Accurate Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2023 and held it in 7 quarters.
Accurate Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $257K in Q4 2024.
78 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2025.

Based on Accurate Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.