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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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return