Capital Analysts LLC’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Capital Analysts LLC’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	$15K	Hold	523	–	–	﹤0.01%	1193
2025 Q4	$15K	Hold	523	–	–	﹤0.01%	1164
2025 Q3	$15K	Hold	523	–	–	﹤0.01%	1130
2025 Q2	$15K	Hold	523	–	–	﹤0.01%	1081
2025 Q1	$15K	Hold	523	–	–	﹤0.01%	1057
2024 Q4	$15K	Hold	523	–	–	﹤0.01%	998
2024 Q3	$14K	Hold	523	–	–	﹤0.01%	969
2024 Q2	$14K	Hold	523	–	–	﹤0.01%	913
2024 Q1	$14K	Hold	523	–	–	﹤0.01%	883
2023 Q4	$13K	Hold	523	–	–	﹤0.01%	870
2023 Q3	$13K	Buy	+523	New	+$12.9K	﹤0.01%	845

Other funds holding TJUL

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return

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

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

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return