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TJUL icon

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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LC
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Mercer Global Advisors
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
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