Arax Advisory Partners’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Arax Advisory Partners’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 Q1	–	Sell	-2,754	Closed	-$76.5K	–	3035
2024 Q4	$76.5K	Sell	2,754 -730	-21%	-$20.2K	﹤0.01%	763
2024 Q3	$95.6K	Hold	3,484	–	–	0.01%	503
2024 Q2	$93.3K	Sell	3,484 -846	-20%	-$22.3K	0.01%	485
2024 Q1	$114K	Hold	4,330	–	–	0.01%	371
2023 Q4	$111K	Sell	4,330 -4,100	-49%	-$102K	0.01%	359
2023 Q3	$206K	Buy	+8,430	New	+$209K	0.03%	254

Other funds holding TJUL

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $164M AUM 8.01% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

BFA

Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

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

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

Arax Advisory Partners's TJUL Position: Q1 2025 in Review

Arax Advisory Partners sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q1 2025, closing a stake of 2,754 shares — an estimated $76.5K sold.

Arax Advisory Partners first reported a position in TJUL in Q3 2023 and held it in 6 quarters. The position peaked at $206K in Q3 2023. 83 funds tracked by Wall St. Rank hold TJUL as of Q1 2025.

Arax Advisory Partners reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q1 2025 after selling out during the quarter.
Arax Advisory Partners sold 2,754 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q1 2025, an estimated $76.5K.
Arax Advisory Partners first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2023 and held it in 6 quarters.
Arax Advisory Partners's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $206K in Q3 2023.
83 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q1 2025.

Based on Arax Advisory Partners's 13F filing for Q1 2025, filed 15 May 2025.