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 Q2	$17.4M	Sell	576,958 -6,037	-1%	-$181K	0.02%	655
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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services's TJUL Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) stake by 1% in Q2 2026, selling an estimated $181K and leaving 576,958 shares worth $17.4M. The position accounts for 0.02% of the portfolio, ranked #655.

Commonwealth Equity Services first reported a position in TJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $21.5M in Q4 2023. 74 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

Commonwealth Equity Services held 576,958 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $17.4M as of Q2 2026.
Commonwealth Equity Services sold 6,037 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2026, an estimated $181K.
Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #655 holding.
Commonwealth Equity 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.
Commonwealth Equity Services's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $21.5M in Q4 2023.
74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.