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

Diligent Investors’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	$1.29M	Sell	42,665 -7,650	-15%	-$230K	0.29%	94
2026 Q1	$1.48M	Sell	50,315 -2,100	-4%	-$62.2K	0.37%	74
2025 Q4	$1.55M	Hold	52,415	–	–	0.38%	67
2025 Q3	$1.53M	Sell	52,415 -5,000	-9%	-$145K	0.39%	67
2025 Q2	$1.65M	Hold	57,415	–	–	0.39%	64
2025 Q1	$1.61M	Hold	57,415	–	–	0.39%	67
2024 Q4	$1.59M	Sell	57,415 -2,550	-4%	-$70.4K	0.37%	68
2024 Q3	$1.65M	Hold	59,965	–	–	0.38%	70
2024 Q2	$1.61M	Sell	59,965 -500	-0.8%	-$13.2K	0.4%	64
2024 Q1	$1.59M	Hold	60,465	–	–	0.4%	66
2023 Q4	$1.55M	Buy	60,465 +39,665	+191%	+$988K	0.43%	59
2023 Q3	$508K	Buy	+20,800	New	+$515K	0.16%	162

Other funds holding TJUL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Diligent Investors's TJUL Position: Q2 2026 in Review

Diligent Investors reduced its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) stake by 15% in Q2 2026, selling an estimated $230K and leaving 42,665 shares worth $1.29M. The position accounts for 0.29% of the portfolio, ranked #94.

Diligent Investors first reported a position in TJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.65M in Q2 2025. 74 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

Diligent Investors held 42,665 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $1.29M as of Q2 2026.
Diligent Investors sold 7,650 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2026, an estimated $230K.
Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up 0.29% of Diligent Investors's portfolio in Q2 2026, its #94 holding.
Diligent Investors 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.
Diligent Investors's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $1.65M in Q2 2025.
74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.