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

GWN Securities’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	$456K	Sell	15,098 -3	-0%	-$90	0.08%	311
2026 Q1	$443K	Sell	15,101 -101	-0.7%	-$2.99K	0.08%	265
2025 Q4	$450K	Buy	15,202 +268	+2%	+$7.89K	0.09%	242
2025 Q3	$437K	Buy	14,934 +499	+3%	+$14.5K	0.1%	219
2025 Q2	$414K	Sell	14,435 -3	-0%	-$85	0.08%	245
2025 Q1	$405K	Buy	+14,438	New	+$404K	0.02%	512

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

GWN Securities's TJUL Position: Q2 2026 in Review

GWN Securities reduced its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) stake by 0.02% in Q2 2026, selling an estimated $90 and leaving 15,098 shares worth $456K. The position accounts for 0.08% of the portfolio, ranked #311.

GWN Securities first reported a position in TJUL in Q1 2025 and has held it in 6 quarters since. 74 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

GWN Securities held 15,098 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $456K as of Q2 2026.
GWN Securities sold 3 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2026, an estimated $90.
Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up 0.08% of GWN Securities's portfolio in Q2 2026, its #311 holding.
GWN Securities first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q1 2025 and has held it in 6 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 GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.