Pinnacle Wealth Management Group’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Pinnacle Wealth Management 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
2025 Q1	–	Sell	-15,360	Closed	-$427K	–	124
2024 Q4	$427K	Hold	15,360	–	–	0.27%	67
2024 Q3	$421K	Sell	15,360 -7,800	-34%	-$211K	0.27%	71
2024 Q2	$620K	Sell	23,160 -1,000	-4%	-$26.4K	0.42%	45
2024 Q1	$636K	Hold	24,160	–	–	0.47%	46
2023 Q4	$620K	Buy	24,160 +2,760	+13%	+$68.7K	0.51%	48
2023 Q3	$523K	Buy	+21,400	New	+$530K	0.48%	50

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Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors

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