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 Q3	$4.78K	Hold	156	–	–	﹤0.01%	2308
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 $77B AUM 19.24% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Pinnacle Wealth Planning Services's TJUL Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) position steady in Q3 2026 at 156 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #2308.

Pinnacle Wealth Planning Services first reported a position in TJUL in Q4 2025 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold TJUL as of Q3 2026.

Pinnacle Wealth Planning Services held 156 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $4.78K as of Q3 2026.
Pinnacle Wealth Planning Services left its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 share count unchanged in Q3 2026.
Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2308 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 4 quarters since.
68 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.