Focus Partners Wealth’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Focus Partners Wealth’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	$486K	Hold	16,093	–	–	﹤0.01%	1977
2026 Q1	$473K	Hold	16,093	–	–	﹤0.01%	1961
2025 Q4	$476K	Hold	16,093	–	–	﹤0.01%	1972
2025 Q3	$471K	Sell	16,093 -773	-5%	-$22.4K	﹤0.01%	1637
2025 Q2	$484K	Hold	16,866	–	–	﹤0.01%	1457
2025 Q1	$473K	Hold	16,866	–	–	﹤0.01%	1370
2024 Q4	$468K	Sell	16,866 -725	-4%	-$20K	﹤0.01%	1363
2024 Q3	$483K	Hold	17,591	–	–	﹤0.01%	1164
2024 Q2	$471K	Buy	+17,591	New	+$464K	﹤0.01%	964

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

Focus Partners Wealth's TJUL Position: Q2 2026 in Review

Focus Partners Wealth held its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) position steady in Q2 2026 at 16,093 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #1977.

Focus Partners Wealth first reported a position in TJUL in Q2 2024 and has held it in 9 quarters since. 74 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

Focus Partners Wealth held 16,093 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $486K as of Q2 2026.
Focus Partners Wealth left its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1977 holding.
Focus Partners Wealth first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q2 2024 and has held it in 9 quarters since.
74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.