Janney Montgomery Scott
TJUL icon

Janney Montgomery Scott’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Janney Montgomery Scott’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 		$288K Sell
9,794
-525
-5% -$15.6K ﹤0.01% 2422
2025
Q4 		$305K Buy
10,319
+525
+5% +$15.5K ﹤0.01% 2543
2025
Q3 		$287K Hold
9,794
– – ﹤0.01% 2524
2025
Q2 		$281K Hold
9,794
– – ﹤0.01% 2374
2025
Q1 		$275K Sell
9,794
-1,800
-16% -$50.4K ﹤0.01% 2356
2024
Q4 		$322K Sell
11,594
-1,918
-14% -$53K ﹤0.01% 2269
2024
Q3 		$371K Sell
13,512
-2
-0% -$54 ﹤0.01% 2161
2024
Q2 		$362K Sell
13,514
-26,499
-66% -$700K ﹤0.01% 2106
2024
Q1 		$1.05M Sell
40,013
-9,350
-19% -$243K ﹤0.01% 1496
2023
Q4 		$1.27M Sell
49,363
-10,200
-17% -$254K ﹤0.01% 1323
2023
Q3 		$1.46M Buy
+59,563
New +$1.47M 0.01% 1151

Other funds holding TJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
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