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

Patriot Financial Group Insurance Agency’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	$245K	Sell	8,100 -8,100	-50%	-$243K	0.03%	435
2026 Q1	$476K	Buy	16,200 +7,800	+93%	+$231K	0.03%	456
2025 Q4	$249K	Hold	8,400	–	–	0.03%	427
2025 Q3	$246K	Buy	8,400 +1,100	+15%	+$31.9K	0.03%	427
2025 Q2	$209K	Hold	7,300	–	–	0.02%	482
2025 Q1	$205K	Hold	7,300	–	–	0.03%	452
2024 Q4	$203K	Hold	7,300	–	–	0.03%	443
2024 Q3	$200K	Buy	+7,300	New	+$198K	0.03%	468

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

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 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 Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TJUL Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) stake by 50% in Q2 2026, selling an estimated $243K and leaving 8,100 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #435.

Patriot Financial Group Insurance Agency first reported a position in TJUL in Q3 2024 and has held it in 8 quarters since. The position peaked at $476K in Q1 2026. 50 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

Patriot Financial Group Insurance Agency held 8,100 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $245K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 8,100 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2026, an estimated $243K.
Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #435 holding.
Patriot Financial Group Insurance Agency first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2024 and has held it in 8 quarters since.
Patriot Financial Group Insurance Agency's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $476K 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 Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.