AssetMark Inc
TJUL icon

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

AssetMark Inc’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
Q2 		– Sell
-183
Closed -$5.37K – 3658
2026
Q1 		$5.37K Buy
183
+145
+382% +$4.3K ﹤0.01% 2540
2025
Q4 		$1.12K Hold
38
– – ﹤0.01% 2906
2025
Q3 		$1.11K Hold
38
– – ﹤0.01% 2758
2025
Q2 		$1.09K Hold
38
– – ﹤0.01% 2587
2025
Q1 		$1.07K Hold
38
– – ﹤0.01% 2283
2024
Q4 		$1.05K Buy
+38
New +$1.05K ﹤0.01% 2234
2024
Q3 		– Sell
-210
Closed -$5.62K – 2361
2024
Q2 		$5.62K Hold
210
– – ﹤0.01% 1579
2024
Q1 		$5.53K Buy
+210
New +$5.45K ﹤0.01% 1449

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

AssetMark Inc's TJUL Position: Q2 2026 in Review

AssetMark Inc sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q2 2026, closing a stake of 183 shares — an estimated $5.37K sold.

AssetMark Inc first reported a position in TJUL in Q1 2024 and held it in 8 quarters. The position peaked at $5.62K in Q2 2024. 44 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

  • AssetMark Inc reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q2 2026 after selling out during the quarter.
  • AssetMark Inc sold 183 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2026, an estimated $5.37K.
  • AssetMark Inc first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q1 2024 and held it in 8 quarters.
  • AssetMark Inc's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $5.62K in Q2 2024.
  • 44 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.