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

Other funds holding TJUL

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VBFG

Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $203M AUM 11% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

BFA

Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 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

Pinnacle Wealth Management Group's TJUL Position: Q1 2025 in Review

Pinnacle Wealth Management Group sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q1 2025, closing a stake of 15,360 shares — an estimated $427K sold.

Pinnacle Wealth Management Group first reported a position in TJUL in Q3 2023 and held it in 6 quarters. The position peaked at $636K in Q1 2024. 83 funds tracked by Wall St. Rank hold TJUL as of Q1 2025.

Pinnacle Wealth Management Group reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q1 2025 after selling out during the quarter.
Pinnacle Wealth Management Group sold 15,360 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q1 2025, an estimated $427K.
Pinnacle Wealth Management Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2023 and held it in 6 quarters.
Pinnacle Wealth Management Group's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $636K in Q1 2024.
83 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q1 2025.

Based on Pinnacle Wealth Management Group's 13F filing for Q1 2025, filed 11 Apr 2025.