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

Axxcess Wealth Management’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	$652K	Buy	+21,568	New	+$648K	0.01%	638

Other funds holding TJUL

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

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

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

KWM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Axxcess Wealth Management's TJUL Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q2 2026: 21,568 shares worth $652K. The stake represents 0.01% of the portfolio and ranks #638 among its holdings.

74 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

Axxcess Wealth Management held 21,568 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $652K as of Q2 2026.
Innovator Equity Defined Protection ETF - 2 Yr to July 2027 was a new Axxcess Wealth Management position in Q2 2026.
Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #638 holding.
74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.