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

Kingswood Wealth Advisors’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 Q2	$946K	Sell	31,285 -470	-1%	-$14.1K	0.04%	419
2026 Q1	$932K	Sell	31,755 -1,461	-4%	-$43.3K	0.04%	391
2025 Q4	$983K	Sell	33,216 -1,081	-3%	-$31.8K	0.05%	358
2025 Q3	$1M	Sell	34,297 -1,251	-4%	-$36.2K	0.06%	313
2025 Q2	$1.02M	Sell	35,548 -453	-1%	-$12.8K	0.08%	260
2025 Q1	$1.01M	Sell	36,001 -2,354	-6%	-$65.9K	0.09%	242
2024 Q4	$1.07M	Buy	38,355 +23,328	+155%	+$644K	0.08%	259
2024 Q3	$412K	Buy	+15,027	New	+$407K	0.03%	507

Other funds holding TJUL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

BCM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Kingswood Wealth Advisors's TJUL Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) stake by 1.5% in Q2 2026, selling an estimated $14.1K and leaving 31,285 shares worth $946K. The position accounts for 0.04% of the portfolio, ranked #419.

Kingswood Wealth Advisors first reported a position in TJUL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.07M in Q4 2024. 74 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

Kingswood Wealth Advisors held 31,285 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $946K as of Q2 2026.
Kingswood Wealth Advisors sold 470 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2026, an estimated $14.1K.
Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #419 holding.
Kingswood Wealth Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2024 and has held it in 8 quarters since.
Kingswood Wealth Advisors's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $1.07M in Q4 2024.
74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.