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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 – 2075
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

GI
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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
SB
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 $773M 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