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

Global Retirement Partners’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 Q4	$2.96K	Hold	100	–	–	﹤0.01%	3602
2025 Q3	$2.93K	Hold	100	–	–	﹤0.01%	3179
2025 Q2	$2.87K	Buy	+100	New	+$2.82K	﹤0.01%	3110
2024 Q4	$2.78K	Hold	100	–	–	﹤0.01%	2949
2024 Q3	$2.74K	Hold	100	–	–	﹤0.01%	2826
2024 Q2	$2.68K	Hold	100	–	–	﹤0.01%	2858
2024 Q1	$2.63K	Hold	100	–	–	﹤0.01%	2642
2023 Q4	$2.57K	Hold	100	–	–	﹤0.01%	2577
2023 Q3	$2.44K	Buy	+100	New	+$2.48K	﹤0.01%	2459

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Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return