LPL Financial
TJUL icon

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

LPL Financial’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 		$1.61M Sell
54,959
-2,178
-4% -$64.5K ﹤0.01% 3704
2025
Q4 		$1.69M Sell
57,137
-2,809
-5% -$82.7K ﹤0.01% 3556
2025
Q3 		$1.76M Buy
59,946
+827
+1% +$24K ﹤0.01% 3433
2025
Q2 		$1.7M Buy
59,119
+7,063
+14% +$199K ﹤0.01% 3280
2025
Q1 		$1.46M Buy
52,056
+38,937
+297% +$1.09M ﹤0.01% 3231
2024
Q4 		$364K Buy
+13,119
New +$362K ﹤0.01% 4355

Other funds holding TJUL

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LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $773M AUM 12.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return