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Investment Management Corporation’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Investment Management Corporation’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
2025
Q3 		– Sell
-2,317
Closed -$66.5K – 154
2025
Q2 		$66.5K Hold
2,317
– – 0.06% 63
2025
Q1 		$65K Sell
2,317
-2,483
-52% -$69.5K 0.06% 67
2024
Q4 		$133K Buy
+4,800
New +$133K 0.12% 57

Other funds holding TJUL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 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

Investment Management Corporation's TJUL Position: Q3 2025 in Review

Investment Management Corporation sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q3 2025, closing a stake of 2,317 shares — an estimated $66.5K sold.

Investment Management Corporation first reported a position in TJUL in Q4 2024 and held it in 3 quarters. The position peaked at $133K in Q4 2024. 80 funds tracked by Wall St. Rank hold TJUL as of Q3 2025.

  • Investment Management Corporation reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q3 2025 after selling out during the quarter.
  • Investment Management Corporation sold 2,317 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q3 2025, an estimated $66.5K.
  • Investment Management Corporation first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q4 2024 and held it in 3 quarters.
  • Investment Management Corporation's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $133K in Q4 2024.
  • 80 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q3 2025.

Based on Investment Management Corporation's 13F filing for Q3 2025, filed 30 Oct 2025.