Capital Investment Advisory Services’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Capital Investment Advisory Services’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	$121K	Hold	4,000	–	–	0.01%	784
2026 Q1	$117K	Hold	4,000	–	–	0.01%	708
2025 Q4	$118K	Hold	4,000	–	–	0.01%	679
2025 Q3	$117K	Hold	4,000	–	–	0.01%	657
2025 Q2	$115K	Hold	4,000	–	–	0.01%	631
2025 Q1	$112K	Hold	4,000	–	–	0.01%	597
2024 Q4	$111K	Sell	4,000 -3,000	-43%	-$82.9K	0.01%	559
2024 Q3	$192K	Hold	7,000	–	–	0.02%	508
2024 Q2	$187K	Hold	7,000	–	–	0.02%	498
2024 Q1	$184K	Hold	7,000	–	–	0.02%	496
2023 Q4	$180K	Hold	7,000	–	–	0.02%	503
2023 Q3	$171K	Buy	+7,000	New	+$173K	0.02%	494

Other funds holding TJUL

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

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

SPWG

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

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Capital Investment Advisory Services's TJUL Position: Q2 2026 in Review

Capital Investment Advisory Services held its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) position steady in Q2 2026 at 4,000 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #784.

Capital Investment Advisory Services first reported a position in TJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $192K in Q3 2024. 22 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

Capital Investment Advisory Services held 4,000 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $121K as of Q2 2026.
Capital Investment Advisory Services 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 Investment Advisory Services's portfolio in Q2 2026, its #784 holding.
Capital Investment Advisory Services 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.
Capital Investment Advisory Services's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $192K in Q3 2024.
22 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.