Commonwealth Equity Services
TJUL icon

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

Commonwealth Equity 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
Q1 		$17.1M Sell
582,995
-4,011
-0.7% -$119K 0.02% 630
2025
Q4 		$17.4M Sell
587,006
-21,342
-4% -$628K 0.02% 617
2025
Q3 		$17.8M Sell
608,348
-75,153
-11% -$2.18M 0.02% 626
2025
Q2 		$19.6M Sell
683,501
-10,106
-1% -$285K 0.03% 588
2025
Q1 		$19.5M Buy
693,607
+10,457
+2% +$293K 0.03% 571
2024
Q4 		$19M Sell
683,150
-37,444
-5% -$1.03M 0.03% 549
2024
Q3 		$19.8M Sell
720,594
-27,660
-4% -$749K 0.03% 523
2024
Q2 		$20M Sell
748,254
-62,602
-8% -$1.65M 0.03% 503
2024
Q1 		$21.3M Sell
810,856
-27,598
-3% -$717K 0.04% 467
2023
Q4 		$21.5M Buy
838,454
+68,455
+9% +$1.7M 0.04% 434
2023
Q3 		$18.8M Buy
+769,999
New +$19.1M 0.04% 438

Other funds holding TJUL

LC
Legacy CG Plano, Texas $360M AUM 17.55% 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 $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
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return