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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BFA

Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return

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

Kingsview Wealth Management's TJUL Position: Q3 2025 in Review

Kingsview Wealth Management sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q3 2025, closing a stake of 11,089 shares — an estimated $318K sold.

Kingsview Wealth Management first reported a position in TJUL in Q3 2023 and held it in 8 quarters. The position peaked at $1.78M in Q4 2023. 80 funds tracked by Wall St. Rank hold TJUL as of Q3 2025.

Kingsview Wealth Management reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q3 2025 after selling out during the quarter.
Kingsview Wealth Management sold 11,089 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q3 2025, an estimated $318K.
Kingsview Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2023 and held it in 8 quarters.
Kingsview Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $1.78M in Q4 2023.
80 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.