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

Opus Financial Solutions’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
-8,900
Closed -$261K – 116
2026
Q1 		$261K Sell
8,900
-1,346
-13% -$39.9K 0.25% 86
2025
Q4 		$303K Buy
+10,246
New +$302K 0.29% 80

Other funds holding TJUL

Commonwealth Equity Services
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
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

Opus Financial Solutions's TJUL Position: Q2 2026 in Review

Opus Financial Solutions sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q2 2026, closing a stake of 8,900 shares — an estimated $261K sold.

Opus Financial Solutions first reported a position in TJUL in Q4 2025 and held it in 2 quarters. The position peaked at $303K in Q4 2025. 74 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

  • Opus Financial Solutions reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q2 2026 after selling out during the quarter.
  • Opus Financial Solutions sold 8,900 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2026, an estimated $261K.
  • Opus Financial Solutions first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q4 2025 and held it in 2 quarters.
  • Opus Financial Solutions's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $303K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

Based on Opus Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.