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 Q2	$16K	Hold	523	–	–	﹤0.01%	1209
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 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Capital Analysts LLC's TJUL Position: Q2 2026 in Review

Capital Analysts LLC held its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) position steady in Q2 2026 at 523 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Capital Analysts LLC first reported a position in TJUL in Q3 2023 and has held it in 12 quarters since. 74 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

Capital Analysts LLC held 523 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $16K as of Q2 2026.
Capital Analysts LLC left its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1209 holding.
Capital Analysts LLC first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2023 and has held it in 12 quarters since.
74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.