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

Bright Futures 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
2025 Q1	–	Sell	-12,967	Closed	-$364K	–	123
2024 Q4	$364K	Sell	12,967 -1,127	-8%	-$31.1K	0.32%	81
2024 Q3	$388K	Sell	14,094 -301	-2%	-$8.15K	0.19%	136
2024 Q2	$386K	Buy	14,395 +1,112	+8%	+$29.4K	0.21%	129
2024 Q1	$356K	Buy	+13,283	New	+$345K	0.19%	134

Other funds holding TJUL

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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 $203M AUM 11% 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

Bright Futures Wealth Management's TJUL Position: Q1 2025 in Review

Bright Futures Wealth Management sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q1 2025, closing a stake of 12,967 shares — an estimated $364K sold.

Bright Futures Wealth Management first reported a position in TJUL in Q1 2024 and held it in 4 quarters. The position peaked at $388K in Q3 2024. 83 funds tracked by Wall St. Rank hold TJUL as of Q1 2025.

Bright Futures Wealth Management reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q1 2025 after selling out during the quarter.
Bright Futures Wealth Management sold 12,967 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q1 2025, an estimated $364K.
Bright Futures Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q1 2024 and held it in 4 quarters.
Bright Futures Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $388K in Q3 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 Bright Futures Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.