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MAI Capital Management’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

MAI Capital 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
2025
Q4 		– Sell
-203
Closed -$5.94K – 4479
2025
Q3 		$5.94K Hold
203
– – ﹤0.01% 2956
2025
Q2 		$5.82K Hold
203
– – ﹤0.01% 2987
2025
Q1 		$5.69K Hold
203
– – ﹤0.01% 2689
2024
Q4 		$5.63K Buy
+203
New +$5.61K ﹤0.01% 2726

Other funds holding TJUL

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $478M AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 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

MAI Capital Management's TJUL Position: Q4 2025 in Review

MAI Capital Management sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q4 2025, closing a stake of 203 shares — an estimated $5.94K sold.

MAI Capital Management first reported a position in TJUL in Q4 2024 and held it in 4 quarters. The position peaked at $5.94K in Q3 2025. 93 funds tracked by Wall St. Rank hold TJUL as of Q4 2025.

  • MAI Capital Management reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q4 2025 after selling out during the quarter.
  • MAI Capital Management sold 203 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q4 2025, an estimated $5.94K.
  • MAI Capital Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q4 2024 and held it in 4 quarters.
  • MAI Capital Management's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $5.94K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q4 2025.

Based on MAI Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.