CVA
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Central Valley Advisors’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Central Valley 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 		$636K Hold
21,658
– – 0.17% 93
2025
Q4 		$641K Hold
21,658
– – 0.19% 84
2025
Q3 		$634K Hold
21,658
– – 0.2% 83
2025
Q2 		$621K Hold
21,658
– – 0.21% 78
2025
Q1 		$608K Hold
21,658
– – 0.23% 71
2024
Q4 		$601K Hold
21,658
– – 0.27% 70
2024
Q3 		$594K Hold
21,658
– – 0.34% 61
2024
Q2 		$9.94K Hold
21,658
– – ﹤0.01% 137
2024
Q1 		$570K Buy
21,658
+1,954
+10% +$50.7K 0.29% 71
2023
Q4 		$506K Buy
+19,704
New +$491K 0.3% 78

Other funds holding TJUL

Commonwealth Equity Services
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LC
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BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
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
KWM
KFG Wealth Management Granger, Indiana $774M 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