Plotkin Financial Advisors’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Plotkin Financial Advisors’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 Q4	–	Sell	-7,801	Closed	-$228K	–	104
2025 Q3	$228K	Sell	7,801 -3,186	-29%	-$92.3K	0.11%	93
2025 Q2	$315K	Sell	10,987 -3,169	-22%	-$89.3K	0.17%	72
2025 Q1	$397K	Sell	14,156 -150	-1%	-$4.2K	0.24%	64
2024 Q4	$397K	Sell	14,306 -50	-0.3%	-$1.38K	0.24%	64
2024 Q3	$394K	Sell	14,356 -2,983	-17%	-$80.8K	0.24%	64
2024 Q2	$464K	Sell	17,339 -300	-2%	-$7.92K	0.3%	53
2024 Q1	$464K	Sell	17,639 -2,850	-14%	-$74K	0.31%	52
2023 Q4	$526K	Buy	20,489 +3,175	+18%	+$79.1K	0.4%	41
2023 Q3	$423K	Buy	+17,314	New	+$428K	0.37%	48

Other funds holding TJUL

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MFS

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

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

BFA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Plotkin Financial Advisors's TJUL Position: Q4 2025 in Review

Plotkin Financial Advisors sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q4 2025, closing a stake of 7,801 shares — an estimated $228K sold.

Plotkin Financial Advisors first reported a position in TJUL in Q3 2023 and held it in 9 quarters. The position peaked at $526K in Q4 2023. 92 funds tracked by Wall St. Rank hold TJUL as of Q4 2025.

Plotkin Financial Advisors reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q4 2025 after selling out during the quarter.
Plotkin Financial Advisors sold 7,801 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q4 2025, an estimated $228K.
Plotkin Financial Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2023 and held it in 9 quarters.
Plotkin Financial Advisors's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $526K in Q4 2023.
92 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q4 2025.

Based on Plotkin Financial Advisors's 13F filing for Q4 2025, filed 19 Feb 2026.