MOS
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MGO One Seven’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

MGO One Seven’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
Q1 		$1.04M Sell
35,263
-4,140
-11% -$123K 0.02% 647
2025
Q4 		$1.17M Sell
39,403
-24,860
-39% -$732K 0.02% 587
2025
Q3 		$1.88M Hold
64,263
– – 0.04% 421
2025
Q2 		$1.84M Sell
64,263
-2,000
-3% -$56.4K 0.06% 356
2025
Q1 		$1.86M Sell
66,263
-6,000
-8% -$168K 0.07% 293
2024
Q4 		$2.01M Sell
72,263
-287
-0.4% -$7.93K 0.08% 278
2024
Q3 		$1.99M Sell
72,550
-4,800
-6% -$130K 0.09% 248
2024
Q2 		$2.07M Sell
77,350
-8,048
-9% -$212K 0.1% 226
2024
Q1 		$2.25M Sell
85,398
-1,600
-2% -$41.5K 0.12% 196
2023
Q4 		$2.23M Buy
86,998
+45,648
+110% +$1.14M 0.13% 185
2023
Q3 		$1.01M Buy
+41,350
New +$1.02M 0.08% 258

Other funds holding TJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $773M AUM 12.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return