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Lloyd Advisory Services’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Lloyd Advisory Services’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
Q1 		– Sell
-3,702
Closed -$110K – 1033
2025
Q4 		$110K Buy
+3,702
New +$109K 0.04% 172

Other funds holding TJUL

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BCM
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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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lloyd Advisory Services's TJUL Position: Q1 2026 in Review

Lloyd Advisory Services sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q1 2026, closing a stake of 3,702 shares — an estimated $110K sold.

Lloyd Advisory Services first reported a position in TJUL in Q4 2025 and held it in 1 quarter. The position peaked at $110K in Q4 2025. 83 funds tracked by Wall St. Rank hold TJUL as of Q1 2026.

  • Lloyd Advisory Services reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 3,702 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q1 2026, an estimated $110K.
  • Lloyd Advisory Services first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q4 2025 and held it in 1 quarter.
  • Lloyd Advisory Services's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $110K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.