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

Harbour 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 Q1	$224K	Sell	7,623 -687	-8%	-$20.4K	﹤0.01%	1472
2025 Q4	$246K	Sell	8,310 -1,354	-14%	-$39.9K	0.01%	1183
2025 Q3	$283K	Sell	9,664 -4,186	-30%	-$121K	0.01%	1087
2025 Q2	$397K	Sell	13,850 -10,599	-43%	-$299K	0.01%	864
2025 Q1	$686K	Sell	24,449 -3,578	-13%	-$100K	0.02%	615
2024 Q4	$778K	Sell	28,027 -6,391	-19%	-$177K	0.02%	550
2024 Q3	$944K	Sell	34,418 -3,019	-8%	-$81.8K	0.03%	470
2024 Q2	$1M	Sell	37,437 -1,275	-3%	-$33.7K	0.03%	413
2024 Q1	$1.02M	Buy	38,712 +10,861	+39%	+$282K	0.04%	408
2023 Q4	$715K	Buy	27,851 +17,245	+163%	+$429K	0.03%	442
2023 Q3	$259K	Buy	+10,606	New	+$262K	0.01%	707

Other funds holding TJUL

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

BCM

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

KWM

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Harbour Investments's TJUL Position: Q1 2026 in Review

Harbour Investments reduced its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) stake by 8.3% in Q1 2026, selling an estimated $20.4K and leaving 7,623 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

Harbour Investments first reported a position in TJUL in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q1 2024. 82 funds tracked by Wall St. Rank hold TJUL as of Q1 2026.

Harbour Investments held 7,623 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $224K as of Q1 2026.
Harbour Investments sold 687 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q1 2026, an estimated $20.4K.
Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1472 holding.
Harbour Investments first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2023 and has held it in 11 quarters since.
Harbour Investments's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $1.02M in Q1 2024.
82 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.