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

Maia Wealth’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 Q3	$325K	Hold	10,588	–	–	0.04%	265
2026 Q2	$320K	Sell	10,588 -2,303	-18%	-$69.2K	0.05%	284
2026 Q1	$378K	Hold	12,891	–	–	0.06%	258
2025 Q4	$382K	Sell	12,891 -364	-3%	-$10.7K	0.07%	252
2025 Q3	$390K	Sell	13,255 -508	-4%	-$14.7K	0.07%	241
2025 Q2	$395K	Sell	13,763 -132	-0.9%	-$3.72K	0.08%	223
2025 Q1	$385K	Sell	13,895 -10,212	-42%	-$286K	0.09%	198
2024 Q4	$676K	Buy	24,107 +4,270	+22%	+$118K	0.15%	135
2024 Q3	$545K	Sell	19,837 -17,465	-47%	-$473K	0.13%	143
2024 Q2	$1.01M	Buy	+37,302	New	+$985K	0.3%	73
2023 Q4	$668K	Buy	+26,009	New	+$648K	0.27%	73

Other funds holding TJUL

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return

Maia Wealth's TJUL Position: Q3 2026 in Review

Maia Wealth held its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) position steady in Q3 2026 at 10,588 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #265.

Maia Wealth first reported a position in TJUL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q2 2024. 48 funds tracked by Wall St. Rank hold TJUL as of Q3 2026.

Maia Wealth held 10,588 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $325K as of Q3 2026.
Maia Wealth left its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 share count unchanged in Q3 2026.
Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up 0.04% of Maia Wealth's portfolio in Q3 2026, its #265 holding.
Maia Wealth first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $1.01M in Q2 2024.
48 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.