Cerity Partners
TJUL icon

Cerity Partners’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Cerity Partners’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
2025
Q2 		– Sell
-19,230
Closed -$540K – 2759
2025
Q1 		$540K Hold
19,230
– – ﹤0.01% 1719
2024
Q4 		$534K Hold
19,230
– – ﹤0.01% 1722
2024
Q3 		$528K Sell
19,230
-314
-2% -$8.51K ﹤0.01% 1750
2024
Q2 		$523K Buy
19,544
+314
+2% +$8.29K ﹤0.01% 1528
2024
Q1 		$506K Buy
+19,230
New +$499K ﹤0.01% 1592

Other funds holding TJUL

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $203M AUM 11% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cerity Partners's TJUL Position: Q2 2025 in Review

Cerity Partners sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q2 2025, closing a stake of 19,230 shares — an estimated $540K sold.

Cerity Partners first reported a position in TJUL in Q1 2024 and held it in 5 quarters. The position peaked at $540K in Q1 2025. 78 funds tracked by Wall St. Rank hold TJUL as of Q2 2025.

  • Cerity Partners reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q2 2025 after selling out during the quarter.
  • Cerity Partners sold 19,230 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2025, an estimated $540K.
  • Cerity Partners first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q1 2024 and held it in 5 quarters.
  • Cerity Partners's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $540K in Q1 2025.
  • 78 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2025.

Based on Cerity Partners's 13F filing for Q2 2025, filed 13 Aug 2025.