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

Pinnacle Wealth Planning Services’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	$4.72K	Hold	156	–	–	﹤0.01%	2313
2026 Q1	$4.58K	Hold	156	–	–	﹤0.01%	2285
2025 Q4	$4.62K	Buy	+156	New	+$4.59K	﹤0.01%	2306

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

Pinnacle Wealth Planning Services's TJUL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) position steady in Q2 2026 at 156 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #2313.

Pinnacle Wealth Planning Services first reported a position in TJUL in Q4 2025 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

Pinnacle Wealth Planning Services held 156 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $4.72K as of Q2 2026.
Pinnacle Wealth Planning Services left its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2313 holding.
Pinnacle Wealth Planning Services first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q4 2025 and has held it in 3 quarters since.
74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.