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

Kingsview 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
2025 Q3	–	Sell	-11,089	Closed	-$318K	–	1290
2025 Q2	$318K	Hold	11,089	–	–	0.01%	915
2025 Q1	$311K	Sell	11,089 -4,505	-29%	-$126K	0.01%	877
2024 Q4	$433K	Sell	15,594 -5,321	-25%	-$147K	0.01%	792
2024 Q3	$574K	Sell	20,915 -11,090	-35%	-$300K	0.01%	670
2024 Q2	$857K	Sell	32,005 -5,600	-15%	-$148K	0.02%	549
2024 Q1	$989K	Sell	37,605 -31,813	-46%	-$826K	0.02%	500
2023 Q4	$1.78M	Buy	69,418 +46,069	+197%	+$1.15M	0.05%	308
2023 Q3	$570K	Buy	+23,349	New	+$578K	0.02%	581

Other funds holding TJUL

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return