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

KFG Wealth Management’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 Q3	$2M	Sell	65,179 -4,692	-7%	-$143K	0.22%	53
2026 Q2	$2.11M	Sell	69,871 -10,360	-13%	-$311K	0.24%	54
2026 Q1	$2.36M	Sell	80,231 -2,899	-3%	-$85.9K	0.3%	51
2025 Q4	$2.46M	Sell	83,130 -1,047	-1%	-$30.8K	0.33%	49
2025 Q3	$2.47M	Sell	84,177 -13,830	-14%	-$401K	0.36%	43
2025 Q2	$2.81M	Sell	98,007 -5,651	-5%	-$159K	0.45%	38
2025 Q1	$2.91M	Sell	103,658 -2,501	-2%	-$70K	0.53%	34
2024 Q4	$2.95M	Sell	106,159 -2,187	-2%	-$60.4K	0.55%	34
2024 Q3	$2.97M	Sell	108,346 -1,500	-1%	-$40.6K	0.65%	36
2024 Q2	$2.94M	Sell	109,846 -986	-0.9%	-$26K	1.17%	24
2024 Q1	$2.92M	Buy	110,832 +8,012	+8%	+$208K	1.2%	23
2023 Q4	$2.64M	Buy	102,820 +27,611	+37%	+$688K	1.2%	22
2023 Q3	$1.84M	Buy	+75,209	New	+$1.86M	1%	25

Other funds holding TJUL

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

KFG Wealth Management's TJUL Position: Q3 2026 in Review

KFG Wealth Management reduced its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) stake by 6.7% in Q3 2026, selling an estimated $143K and leaving 65,179 shares worth $2M. The position accounts for 0.22% of the portfolio, ranked #53.

KFG Wealth Management first reported a position in TJUL in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.97M in Q3 2024. 68 funds tracked by Wall St. Rank hold TJUL as of Q3 2026.

KFG Wealth Management held 65,179 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $2M as of Q3 2026.
KFG Wealth Management sold 4,692 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q3 2026, an estimated $143K.
Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up 0.22% of KFG Wealth Management's portfolio in Q3 2026, its #53 holding.
KFG Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2023 and has held it in 13 quarters since.
KFG Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $2.97M in Q3 2024.
68 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.