MTM Financial Group’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

MTM Financial Group’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	$1.23M	Sell	40,755 -7,019	-15%	-$211K	0.53%	36
2026 Q1	$1.4M	Buy	47,774 +311	+0.7%	+$9.21K	0.66%	33
2025 Q4	$1.4M	Sell	47,463 -125	-0.3%	-$3.68K	0.67%	33
2025 Q3	$1.39M	Sell	47,588 -731	-2%	-$21.2K	0.69%	34
2025 Q2	$1.39M	Sell	48,319 -768	-2%	-$21.6K	0.75%	34
2025 Q1	$1.38M	Sell	49,087 -2,537	-5%	-$71K	0.81%	30
2024 Q4	$1.43M	Sell	51,624 -72	-0.1%	-$1.99K	0.86%	30
2024 Q3	$1.42M	Buy	51,696 +7,460	+17%	+$202K	0.87%	31
2024 Q2	$1.18M	Sell	44,236 -300	-0.7%	-$7.92K	0.76%	33
2024 Q1	$1.17M	Sell	44,536 -3,662	-8%	-$95.1K	0.78%	32
2023 Q4	$1.24M	Buy	48,198 +5,995	+14%	+$149K	0.9%	28
2023 Q3	$1.03M	Buy	+42,203	New	+$1.04M	0.86%	25

Other funds holding TJUL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

MTM Financial Group's TJUL Position: Q2 2026 in Review

MTM Financial Group reduced its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) stake by 15% in Q2 2026, selling an estimated $211K and leaving 40,755 shares worth $1.23M. The position accounts for 0.53% of the portfolio, ranked #36.

MTM Financial Group first reported a position in TJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.43M in Q4 2024. 74 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

MTM Financial Group held 40,755 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $1.23M as of Q2 2026.
MTM Financial Group sold 7,019 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2026, an estimated $211K.
Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up 0.53% of MTM Financial Group's portfolio in Q2 2026, its #36 holding.
MTM Financial Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2023 and has held it in 12 quarters since.
MTM Financial Group's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $1.43M in Q4 2024.
74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

Based on MTM Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.