CAPTRUST Financial Advisors
TJUL icon

CAPTRUST Financial Advisors’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

CAPTRUST 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
Q2 		$234K Buy
+7,757
New +$233K ﹤0.01% 2768
2025
Q1 		– Sell
-28,088
Closed -$780K – 2457
2024
Q4 		$780K Sell
28,088
-1,000
-3% -$27.6K ﹤0.01% 1374
2024
Q3 		$798K Hold
29,088
– – ﹤0.01% 1321
2024
Q2 		$779K Hold
29,088
– – ﹤0.01% 1278
2024
Q1 		$765K Hold
29,088
– – ﹤0.01% 1272
2023
Q4 		$747K Sell
29,088
-640
-2% -$15.9K ﹤0.01% 1463
2023
Q3 		$726K Buy
+29,728
New +$736K ﹤0.01% 1401

Other funds holding TJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LC
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
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

CAPTRUST Financial Advisors's TJUL Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q2 2026: 7,757 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #2768 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in TJUL as recently as Q4 2024.

CAPTRUST Financial Advisors first reported a position in TJUL in Q3 2023 and has held it in 7 quarters since. The position peaked at $798K in Q3 2024. 74 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

  • CAPTRUST Financial Advisors held 7,757 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $234K as of Q2 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2027 was a new CAPTRUST Financial Advisors position in Q2 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2768 holding.
  • CAPTRUST Financial Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2023 and has held it in 7 quarters since.
  • CAPTRUST Financial Advisors's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $798K in Q3 2024.
  • 74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.