Envestnet Asset Management
TJUL icon

Envestnet Asset Management’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Envestnet Asset Management’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 		$1.04M Buy
34,322
+1,703
+5% +$51.2K ﹤0.01% 3610
2026
Q1 		$958K Sell
32,619
-2,899
-8% -$85.9K ﹤0.01% 3493
2025
Q4 		$1.05M Sell
35,518
-7,039
-17% -$207K ﹤0.01% 3238
2025
Q3 		$1.25M Buy
42,557
+7,940
+23% +$230K ﹤0.01% 3204
2025
Q2 		$993K Buy
34,617
+346
+1% +$9.75K ﹤0.01% 3284
2025
Q1 		$962K Buy
34,271
+5,163
+18% +$145K ﹤0.01% 3232
2024
Q4 		$808K Sell
29,108
-452
-2% -$12.5K ﹤0.01% 3298
2024
Q3 		$811K Buy
29,560
+4,508
+18% +$122K ﹤0.01% 3252
2024
Q2 		$671K Buy
25,052
+266
+1% +$7.02K ﹤0.01% 3285
2024
Q1 		$652K Buy
24,786
+10,446
+73% +$271K ﹤0.01% 3284
2023
Q4 		$368K Buy
14,340
+3,483
+32% +$86.7K ﹤0.01% 3490
2023
Q3 		$265K Buy
+10,857
New +$269K ﹤0.01% 3600

Other funds holding TJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LC
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
Cambridge Investment Research Advisors
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
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
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Envestnet Asset Management's TJUL Position: Q2 2026 in Review

Envestnet Asset Management increased its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) stake by 5.2% in Q2 2026, buying an estimated $51.2K and bringing the position to 34,322 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #3610.

Envestnet Asset Management first reported a position in TJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.25M in Q3 2025. 40 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

  • Envestnet Asset Management held 34,322 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $1.04M as of Q2 2026.
  • Envestnet Asset Management bought 1,703 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2026, an estimated $51.2K.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3610 holding.
  • Envestnet Asset Management 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.
  • Envestnet Asset Management's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $1.25M in Q3 2025.
  • 40 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.