Integrated Wealth Management (Ohio)’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Integrated Wealth Management (Ohio)’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	–	Sell	-10,300	Closed	-$302K	–	105
2026 Q1	$302K	Sell	10,300 -215	-2%	-$6.37K	0.35%	77
2025 Q4	$311K	Buy	+10,515	New	+$310K	0.35%	74

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

Integrated Wealth Management (Ohio)'s TJUL Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q2 2026, closing a stake of 10,300 shares — an estimated $302K sold.

Integrated Wealth Management (Ohio) first reported a position in TJUL in Q4 2025 and held it in 2 quarters. The position peaked at $311K in Q4 2025. 74 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

Integrated Wealth Management (Ohio) reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q2 2026 after selling out during the quarter.
Integrated Wealth Management (Ohio) sold 10,300 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2026, an estimated $302K.
Integrated Wealth Management (Ohio) first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q4 2025 and held it in 2 quarters.
Integrated Wealth Management (Ohio)'s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $311K in Q4 2025.
74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.