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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
Q2 		$320K Sell
10,588
-2,303
-18% -$69.2K 0.05% 284
2026
Q1 		$379K 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $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

Maia Wealth's TJUL Position: Q2 2026 in Review

Maia Wealth reduced its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) stake by 18% in Q2 2026, selling an estimated $69.2K and leaving 10,588 shares worth $320K. The position accounts for 0.05% of the portfolio, ranked #284.

Maia Wealth first reported a position in TJUL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.01M in Q2 2024. 75 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

  • Maia Wealth held 10,588 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $320K as of Q2 2026.
  • Maia Wealth sold 2,303 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2026, an estimated $69.2K.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up 0.05% of Maia Wealth's portfolio in Q2 2026, its #284 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 10 quarters since.
  • Maia Wealth's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $1.01M in Q2 2024.
  • 75 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.