AWM
TJUL icon

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

AE 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
2026
Q1 		$1.8M Sell
61,149
-2,138
-3% -$63.3K 0.01% 676
2025
Q4 		$1.87M Sell
63,287
-2,150
-3% -$63.3K 0.01% 621
2025
Q3 		$1.92M Buy
65,437
+49,877
+321% +$1.45M 0.01% 579
2025
Q2 		$446K Buy
15,560
+501
+3% +$14.1K ﹤0.01% 969
2025
Q1 		$423K Sell
15,059
-60
-0.4% -$1.68K ﹤0.01% 969
2024
Q4 		$420K Sell
15,119
-3,976
-21% -$110K ﹤0.01% 959
2024
Q3 		$524K Sell
19,095
-239,967
-93% -$6.5M ﹤0.01% 878
2024
Q2 		$6.94M Sell
259,062
-13,015
-5% -$344K 0.07% 274
2024
Q1 		$7.16M Sell
272,077
-10,942
-4% -$284K 0.08% 252
2023
Q4 		$7.32M Buy
283,019
+80,086
+39% +$1.99M 0.04% 479
2023
Q3 		$4.96M Buy
+202,933
New +$5.02M 0.03% 544

Other funds holding TJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
Osaic Holdings
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
KWM
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.05B AUM 15.06% 1-Year Est. Return