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

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

Gradient Investments's TJUL Position: Q2 2026 in Review

Gradient Investments sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q2 2026, closing a stake of 7,826 shares — an estimated $230K sold.

Gradient Investments first reported a position in TJUL in Q3 2024 and held it in 7 quarters. The position peaked at $54.4M in Q4 2024. 74 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

Gradient Investments reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q2 2026 after selling out during the quarter.
Gradient Investments sold 7,826 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2026, an estimated $230K.
Gradient Investments first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2024 and held it in 7 quarters.
Gradient Investments's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $54.4M in Q4 2024.
74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.