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

Brown Financial 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
2026 Q1	–	Sell	-101,273	Closed	-$3M	–	213
2025 Q4	$3M	Sell	101,273 -270	-0.3%	-$7.95K	1.1%	25
2025 Q3	$2.97M	Buy	101,543 +800	+0.8%	+$23.2K	1.1%	26
2025 Q2	$2.89M	Sell	100,743 -3,209	-3%	-$90.5K	1.13%	26
2025 Q1	$2.92M	Sell	103,952 -116,009	-53%	-$3.25M	1.2%	26
2024 Q4	$6.11M	Buy	219,961 +11,796	+6%	+$326K	2.45%	6
2024 Q3	$5.71M	Buy	+208,165	New	+$5.64M	2.35%	6

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Brown Financial Advisors's TJUL Position: Q1 2026 in Review

Brown Financial Advisors sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q1 2026, closing a stake of 101,273 shares — an estimated $3M sold.

Brown Financial Advisors first reported a position in TJUL in Q3 2024 and held it in 6 quarters. The position peaked at $6.11M in Q4 2024. 83 funds tracked by Wall St. Rank hold TJUL as of Q1 2026.

Brown Financial Advisors reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q1 2026 after selling out during the quarter.
Brown Financial Advisors sold 101,273 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q1 2026, an estimated $3M.
Brown Financial Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2024 and held it in 6 quarters.
Brown Financial Advisors's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $6.11M in Q4 2024.
83 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.