Gradient Investments’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Gradient Investments’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	–	Sell	-7,826	Closed	-$230K	–	470
2026 Q1	$230K	Sell	7,826 -957,318	-99%	-$28.4M	﹤0.01%	405
2025 Q4	$28.6M	Buy	965,144 +11,726	+1%	+$345K	0.45%	71
2025 Q3	$27.9M	Buy	953,418 +20,122	+2%	+$583K	0.47%	71
2025 Q2	$26.8M	Sell	933,296 -10,368	-1%	-$292K	0.49%	69
2025 Q1	$26.5M	Sell	943,664 -1,016,166	-52%	-$28.5M	0.53%	63
2024 Q4	$54.4M	Buy	1,959,830 +117,295	+6%	+$3.24M	1.1%	24
2024 Q3	$50.6M	Buy	+1,842,535	New	+$49.9M	1.05%	25

Other funds holding TJUL

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return