Cambridge Investment Research Advisors
TJUL icon

Cambridge Investment Research Advisors’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Cambridge Investment Research 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 		$2.64M Sell
89,951
-441
-0.5% -$13.1K 0.01% 1393
2025
Q4 		$2.67M Sell
90,392
-738
-0.8% -$21.7K 0.01% 1303
2025
Q3 		$2.67M Sell
91,130
-4,630
-5% -$134K 0.01% 1285
2025
Q2 		$2.75M Buy
95,760
+715
+0.8% +$20.2K 0.01% 1202
2025
Q1 		$2.67M Sell
95,045
-5,620
-6% -$157K 0.01% 1173
2024
Q4 		$2.79M Sell
100,665
-18,928
-16% -$523K 0.01% 1132
2024
Q3 		$3.28M Sell
119,593
-1,349
-1% -$36.5K 0.01% 1026
2024
Q2 		$3.24M Sell
120,942
-5,540
-4% -$146K 0.01% 985
2024
Q1 		$3.33M Sell
126,482
-8,098
-6% -$210K 0.01% 974
2023
Q4 		$3.46M Buy
134,580
+10,908
+9% +$272K 0.01% 887
2023
Q3 		$3.02M Buy
+123,672
New +$3.06M 0.01% 919

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 $8.75B AUM 16.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $773M 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
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.05B AUM 15.06% 1-Year Est. Return