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