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 Q2	$1.91M	Buy	63,187 +8,228	+15%	+$247K	﹤0.01%	3798
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

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

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

LPL Financial's TJUL Position: Q2 2026 in Review

LPL Financial increased its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) stake by 15% in Q2 2026, buying an estimated $247K and bringing the position to 63,187 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #3798.

LPL Financial first reported a position in TJUL in Q4 2024 and has held it in 7 quarters since. 74 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

LPL Financial held 63,187 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $1.91M as of Q2 2026.
LPL Financial bought 8,228 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2026, an estimated $247K.
Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3798 holding.
LPL Financial first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q4 2024 and has held it in 7 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.