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

Atria Wealth Solutions’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	-8,028	Closed	-$223K	–	2073
2024 Q4	$223K	Hold	8,028	–	–	﹤0.01%	1756
2024 Q3	$220K	Hold	8,028	–	–	﹤0.01%	1723
2024 Q2	$215K	Hold	8,028	–	–	﹤0.01%	1724
2024 Q1	$211K	Hold	8,028	–	–	﹤0.01%	1793
2023 Q4	$206K	Buy	+8,028	New	+$200K	﹤0.01%	1759

Other funds holding TJUL

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $2B AUM 27.02% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

BFA

Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Atria Wealth Solutions's TJUL Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q1 2025, closing a stake of 8,028 shares — an estimated $223K sold.

Atria Wealth Solutions first reported a position in TJUL in Q4 2023 and held it in 5 quarters. The position peaked at $223K in Q4 2024. 83 funds tracked by Wall St. Rank hold TJUL as of Q1 2025.

Atria Wealth Solutions reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 8,028 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q1 2025, an estimated $223K.
Atria Wealth Solutions first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q4 2023 and held it in 5 quarters.
Atria Wealth Solutions's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $223K in Q4 2024.
83 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.