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

Amplius Wealth Advisors’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 		– Sell
-6,884
Closed -$204K – 185
2025
Q4 		$204K Hold
6,884
– – 0.02% 172
2025
Q3 		$202K Sell
6,884
-1,548
-18% -$44.9K 0.02% 169
2025
Q2 		$242K Hold
8,432
– – 0.02% 181
2025
Q1 		$237K Buy
8,432
+55
+0.7% +$1.54K 0.02% 166
2024
Q4 		$233K Sell
8,377
-3,379
-29% -$93.4K 0.02% 161
2024
Q3 		$320K Sell
11,756
-1,189,380
-99% -$32.2M 0.03% 123
2024
Q2 		$32.2M Sell
1,201,136
-102,785
-8% -$2.71M 3.58% 11
2024
Q1 		$34.3M Buy
1,303,921
+403,140
+45% +$10.5M 3.85% 9
2023
Q4 		$23.1M Buy
+900,781
New +$22.4M 2.79% 14

Other funds holding TJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Amplius Wealth Advisors's TJUL Position: Q1 2026 in Review

Amplius Wealth Advisors sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q1 2026, closing a stake of 6,884 shares — an estimated $204K sold.

Amplius Wealth Advisors first reported a position in TJUL in Q4 2023 and held it in 9 quarters. The position peaked at $34.3M in Q1 2024. 83 funds tracked by Wall St. Rank hold TJUL as of Q1 2026.

  • Amplius Wealth Advisors reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q1 2026 after selling out during the quarter.
  • Amplius Wealth Advisors sold 6,884 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q1 2026, an estimated $204K.
  • Amplius Wealth Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q4 2023 and held it in 9 quarters.
  • Amplius Wealth Advisors's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $34.3M in Q1 2024.
  • 83 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q1 2026.

Based on Amplius Wealth Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.