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 Q2	$385K	Buy	12,747 +750	+6%	+$22.5K	﹤0.01%	2312
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 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

NewEdge Advisors's TJUL Position: Q2 2026 in Review

NewEdge Advisors increased its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) stake by 6.3% in Q2 2026, buying an estimated $22.5K and bringing the position to 12,747 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #2312.

NewEdge Advisors first reported a position in TJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.21M in Q3 2023. 74 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

NewEdge Advisors held 12,747 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $385K as of Q2 2026.
NewEdge Advisors bought 750 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2026, an estimated $22.5K.
Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2312 holding.
NewEdge Advisors 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.
NewEdge Advisors's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $3.21M in Q3 2023.
74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.