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

Lion Street 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
2025
Q3 		– Sell
-13,435
Closed -$385K – 330
2025
Q2 		$385K Hold
13,435
– – 0.12% 184
2025
Q1 		$377K Hold
13,435
– – 0.12% 176
2024
Q4 		$373K Hold
13,435
– – 0.12% 176
2024
Q3 		$369K Hold
13,435
– – 0.13% 174
2024
Q2 		$360K Buy
13,435
+175
+1% +$4.62K 0.13% 168
2024
Q1 		$340K Hold
13,260
– – 0.14% 160
2023
Q4 		$340K Buy
13,260
+3,080
+30% +$76.7K 0.14% 160
2023
Q3 		$249K Buy
+10,180
New +$252K 0.08% 209

Other funds holding TJUL

GI
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
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 $419M AUM 19.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFA
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
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return