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

IFP 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
2026 Q2	$161K	Buy	5,314 +552	+12%	+$16.6K	﹤0.01%	1660
2026 Q1	$140K	Hold	4,762	–	–	﹤0.01%	1610
2025 Q4	$141K	Buy	4,762 +71	+2%	+$2.09K	﹤0.01%	1574
2025 Q3	$137K	Buy	4,691 +46	+1%	+$1.33K	﹤0.01%	1490
2025 Q2	$133K	Sell	4,645 -955	-17%	-$26.9K	﹤0.01%	1480
2025 Q1	$157K	Hold	5,600	–	–	﹤0.01%	1288
2024 Q4	$156K	Sell	5,600 -600	-10%	-$16.6K	0.01%	1260
2024 Q3	$170K	Buy	6,200 +3,200	+107%	+$86.7K	0.01%	1160
2024 Q2	$80.3K	Hold	3,000	–	–	﹤0.01%	1452
2024 Q1	$78.9K	Hold	3,000	–	–	﹤0.01%	1389
2023 Q4	$77K	Hold	3,000	–	–	﹤0.01%	1362
2023 Q3	$73.3K	Buy	+3,000	New	+$74.2K	﹤0.01%	1404

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

IFP Advisors's TJUL Position: Q2 2026 in Review

IFP Advisors increased its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) stake by 12% in Q2 2026, buying an estimated $16.6K and bringing the position to 5,314 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

IFP Advisors first reported a position in TJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $170K in Q3 2024. 74 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

IFP Advisors held 5,314 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $161K as of Q2 2026.
IFP Advisors bought 552 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2026, an estimated $16.6K.
Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1660 holding.
IFP Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2023 and has held it in 12 quarters since.
IFP Advisors's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $170K 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 IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.