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

IFG Advisory’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	$146K	Hold	4,827	–	–	0.01%	962
2026 Q1	$142K	Buy	+4,827	New	+$143K	0.41%	53
2025 Q3	–	Sell	-10,160	Closed	-$291K	–	794
2025 Q2	$291K	Buy	+10,160	New	+$286K	0.01%	616
2024 Q4	–	Sell	-10,760	Closed	-$295K	–	685
2024 Q3	$295K	Hold	10,760	–	–	0.02%	353
2024 Q2	$288K	Buy	+10,760	New	+$284K	0.02%	520
2024 Q1	–	Sell	-9,460	Closed	-$243K	–	557
2023 Q4	$243K	Buy	+9,460	New	+$236K	0.02%	517

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

IFG Advisory's TJUL Position: Q2 2026 in Review

IFG Advisory held its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) position steady in Q2 2026 at 4,827 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #962.

IFG Advisory first reported a position in TJUL in Q4 2023 and has held it in 6 quarters since. The position peaked at $295K in Q3 2024. 74 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

IFG Advisory held 4,827 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $146K as of Q2 2026.
IFG Advisory left its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #962 holding.
IFG Advisory first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q4 2023 and has held it in 6 quarters since.
IFG Advisory's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $295K in Q3 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 IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.