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Legacy CG’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Legacy CG’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 		$17.1M Buy
564,487
+12,495
+2% +$375K 4.37% 6
2026
Q1 		$16.2M Buy
+551,992
New +$16.4M 4.5% 7

Other funds holding TJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Legacy CG's TJUL Position: Q2 2026 in Review

Legacy CG increased its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) stake by 2.3% in Q2 2026, buying an estimated $375K and bringing the position to 564,487 shares worth $17.1M. The position accounts for 4.37% of the portfolio, ranked #6.

Legacy CG first reported a position in TJUL in Q1 2026 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

  • Legacy CG held 564,487 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $17.1M as of Q2 2026.
  • Legacy CG bought 12,495 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2026, an estimated $375K.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up 4.37% of Legacy CG's portfolio in Q2 2026, its #6 holding.
  • Legacy CG first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q1 2026 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

Based on Legacy CG's 13F filing for Q2 2026, filed 22 Jul 2026.