Advisornet Financial’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Advisornet Financial’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
2026 Q1	$118K	Hold	4,020	–	–	0.01%	767
2025 Q4	$119K	Hold	4,020	–	–	0.01%	760
2025 Q3	$118K	Hold	4,020	–	–	0.01%	748
2025 Q2	$115K	Hold	4,020	–	–	0.01%	720
2025 Q1	$113K	Hold	4,020	–	–	0.01%	690
2024 Q4	$112K	Hold	4,020	–	–	0.01%	650
2024 Q3	$110K	Hold	4,020	–	–	0.01%	674
2024 Q2	$108K	Hold	4,020	–	–	0.01%	618
2024 Q1	$106K	Hold	4,020	–	–	0.01%	621
2023 Q4	$103K	Buy	+4,020	New	+$100K	0.01%	635

Other funds holding TJUL

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $773M AUM 12.78% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return