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

Foundations Investment 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
2025
Q2 		– Sell
-20,324
Closed -$570K – 989
2025
Q1 		$570K Sell
20,324
-33,023
-62% -$925K 0.01% 541
2024
Q4 		$1.48M Sell
53,347
-649
-1% -$17.9K 0.03% 339
2024
Q3 		$1.48M Buy
53,996
+5,128
+10% +$139K 0.03% 312
2024
Q2 		$1.31M Sell
48,868
-462
-0.9% -$12.2K 0.03% 295
2024
Q1 		$1.3M Sell
49,330
-178
-0.4% -$4.62K 0.03% 282
2023
Q4 		$1.28M Buy
+49,508
New +$1.23M 0.03% 272

Other funds holding TJUL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Foundations Investment Advisors's TJUL Position: Q2 2025 in Review

Foundations Investment Advisors sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q2 2025, closing a stake of 20,324 shares — an estimated $570K sold.

Foundations Investment Advisors first reported a position in TJUL in Q4 2023 and held it in 6 quarters. The position peaked at $1.48M in Q3 2024. 78 funds tracked by Wall St. Rank hold TJUL as of Q2 2025.

  • Foundations Investment Advisors reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q2 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 20,324 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2025, an estimated $570K.
  • Foundations Investment Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q4 2023 and held it in 6 quarters.
  • Foundations Investment Advisors's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $1.48M in Q3 2024.
  • 78 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2025.

Based on Foundations Investment Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.