NA
TJUL icon

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

NewEdge 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
Q1 		$352K Sell
11,997
-4,750
-28% -$141K ﹤0.01% 2234
2025
Q4 		$496K Sell
16,747
-506
-3% -$14.9K ﹤0.01% 1977
2025
Q3 		$505K Sell
17,253
-500
-3% -$14.5K ﹤0.01% 1800
2025
Q2 		$509K Sell
17,753
-1,805
-9% -$50.9K ﹤0.01% 1677
2025
Q1 		$549K Sell
19,558
-2,395
-11% -$67.1K ﹤0.01% 1536
2024
Q4 		$610K Sell
21,953
-10,662
-33% -$295K ﹤0.01% 1424
2024
Q3 		$895K Sell
32,615
-15,975
-33% -$433K 0.01% 1156
2024
Q2 		$1.3M Sell
48,590
-50,165
-51% -$1.32M 0.01% 941
2024
Q1 		$2.6M Sell
98,755
-15,056
-13% -$391K 0.02% 596
2023
Q4 		$2.94M Sell
113,811
-17,491
-13% -$436K 0.03% 521
2023
Q3 		$3.21M Buy
+131,302
New +$3.25M 0.04% 442

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 $9.99B AUM 23.61% 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 $774M 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