AIA
TJUL icon

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

AssuredPartners Investment 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
2025
Q2 		– Sell
-13,631
Closed -$382K – 319
2025
Q1 		$382K Sell
13,631
-142
-1% -$3.98K 0.07% 237
2024
Q4 		$382K Buy
+13,773
New +$381K 0.07% 243

Other funds holding TJUL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
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
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
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

AssuredPartners Investment Advisors's TJUL Position: Q2 2025 in Review

AssuredPartners Investment Advisors sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q2 2025, closing a stake of 13,631 shares — an estimated $382K sold.

AssuredPartners Investment Advisors first reported a position in TJUL in Q4 2024 and held it in 2 quarters. The position peaked at $382K in Q1 2025. 78 funds tracked by Wall St. Rank hold TJUL as of Q2 2025.

  • AssuredPartners Investment Advisors reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q2 2025 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 13,631 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2025, an estimated $382K.
  • AssuredPartners Investment Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q4 2024 and held it in 2 quarters.
  • AssuredPartners Investment Advisors's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $382K in Q1 2025.
  • 78 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2025.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.