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

Mosley Wealth 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
2026
Q2 		– Sell
-213
Closed -$6.24K – 821
2026
Q1 		$6.24K Buy
+213
New +$6.31K ﹤0.01% 333

Other funds holding TJUL

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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
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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Mosley Wealth Management's TJUL Position: Q2 2026 in Review

Mosley Wealth Management sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q2 2026, closing a stake of 213 shares — an estimated $6.24K sold.

Mosley Wealth Management first reported a position in TJUL in Q1 2026 and held it in 1 quarter. The position peaked at $6.24K in Q1 2026. 50 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

  • Mosley Wealth Management reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q2 2026 after selling out during the quarter.
  • Mosley Wealth Management sold 213 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2026, an estimated $6.24K.
  • Mosley Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q1 2026 and held it in 1 quarter.
  • Mosley Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $6.24K in Q1 2026.
  • 50 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.