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Farther Finance Advisors’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Farther Finance Advisors’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 		$720K Sell
23,819
-1,768
-7% -$53.1K 0.01% 1305
2026
Q1 		$753K Sell
25,587
-1,236
-5% -$36.6K 0.01% 1149
2025
Q4 		$794K Sell
26,823
-2,344
-8% -$69K 0.01% 1025
2025
Q3 		$854K Sell
29,167
-203
-0.7% -$5.88K 0.01% 806
2025
Q2 		$843K Sell
29,370
-3
-0% -$85 0.02% 670
2025
Q1 		$823K Buy
+29,373
New +$822K 0.02% 584

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
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
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
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

Farther Finance Advisors's TJUL Position: Q2 2026 in Review

Farther Finance Advisors reduced its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) stake by 6.9% in Q2 2026, selling an estimated $53.1K and leaving 23,819 shares worth $720K. The position accounts for 0.01% of the portfolio, ranked #1305.

Farther Finance Advisors first reported a position in TJUL in Q1 2025 and has held it in 6 quarters since. The position peaked at $854K in Q3 2025. 74 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

  • Farther Finance Advisors held 23,819 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $720K as of Q2 2026.
  • Farther Finance Advisors sold 1,768 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2026, an estimated $53.1K.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1305 holding.
  • Farther Finance Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q1 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $854K in Q3 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 Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.