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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
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

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LC
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BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 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 $773M 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