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Heck Capital Advisors’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Heck Capital Advisors’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
2025
Q1 		– Sell
-30,450
Closed -$846K – 732
2024
Q4 		$846K Buy
+30,450
New +$841K 0.04% 151

Other funds holding TJUL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Heck Capital Advisors's TJUL Position: Q1 2025 in Review

Heck Capital Advisors sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q1 2025, closing a stake of 30,450 shares — an estimated $846K sold.

Heck Capital Advisors first reported a position in TJUL in Q4 2024 and held it in 1 quarter. The position peaked at $846K in Q4 2024. 83 funds tracked by Wall St. Rank hold TJUL as of Q1 2025.

  • Heck Capital Advisors reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 30,450 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q1 2025, an estimated $846K.
  • Heck Capital Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $846K in Q4 2024.
  • 83 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.