RRMM
TJUL icon

Regatta Research & Money Management’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Regatta Research & Money Management’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 		$30.5K Buy
+1,010
New +$30.3K 0.03% 342

Other funds holding TJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LC
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
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 $80B AUM 26.12% 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

Regatta Research & Money Management's TJUL Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q2 2026: 1,010 shares worth $30.5K. The stake represents 0.03% of the portfolio and ranks #342 among its holdings.

61 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

  • Regatta Research & Money Management held 1,010 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $30.5K as of Q2 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2027 was a new Regatta Research & Money Management position in Q2 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up 0.03% of Regatta Research & Money Management's portfolio in Q2 2026, its #342 holding.
  • 61 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.