Mercer Global Advisors
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Mercer Global Advisors’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Mercer Global Advisors’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 		$1.63M Sell
53,934
-35,915
-40% -$1.08M ﹤0.01% 1465
2026
Q1 		$2.64M Sell
89,849
-666,259
-88% -$19.7M ﹤0.01% 1059
2025
Q4 		$22.4M Buy
+756,108
New +$22.3M 0.03% 311

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
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

Mercer Global Advisors's TJUL Position: Q2 2026 in Review

Mercer Global Advisors reduced its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) stake by 40% in Q2 2026, selling an estimated $1.08M and leaving 53,934 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

Mercer Global Advisors first reported a position in TJUL in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.4M in Q4 2025. 74 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

  • Mercer Global Advisors held 53,934 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $1.63M as of Q2 2026.
  • Mercer Global Advisors sold 35,915 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2026, an estimated $1.08M.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1465 holding.
  • Mercer Global Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q4 2025 and has held it in 3 quarters since.
  • Mercer Global Advisors's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $22.4M in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.