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Intentional Wealth Strategies’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Intentional Wealth Strategies’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 		$215K Hold
7,106
– – 0.2% 64
2026
Q1 		$209K Buy
+7,106
New +$211K 0.19% 57

Other funds holding TJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LC
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
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
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Intentional Wealth Strategies's TJUL Position: Q2 2026 in Review

Intentional Wealth Strategies held its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) position steady in Q2 2026 at 7,106 shares worth $215K. The position accounts for 0.2% of the portfolio, ranked #64.

Intentional Wealth Strategies first reported a position in TJUL in Q1 2026 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

  • Intentional Wealth Strategies held 7,106 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $215K as of Q2 2026.
  • Intentional Wealth Strategies 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 0.2% of Intentional Wealth Strategies's portfolio in Q2 2026, its #64 holding.
  • Intentional Wealth Strategies first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q1 2026 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.