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

Prosperity Capital 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 Q1	–	Sell	-8,508	Closed	-$236K	–	367
2024 Q4	$236K	Sell	8,508 -2,527	-23%	-$69.8K	0.02%	318
2024 Q3	$303K	Sell	11,035 -1,646	-13%	-$44.6K	0.03%	274
2024 Q2	$340K	Sell	12,681 -36,446	-74%	-$962K	0.04%	232
2024 Q1	$1.29M	Buy	49,127 +38,335	+355%	+$995K	0.15%	112
2023 Q4	$277K	Hold	10,792	–	–	0.03%	205
2023 Q3	$264K	Buy	+10,792	New	+$267K	0.03%	196

Other funds holding TJUL

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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

Prosperity Capital Advisors's TJUL Position: Q1 2025 in Review

Prosperity Capital Advisors sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q1 2025, closing a stake of 8,508 shares — an estimated $236K sold.

Prosperity Capital Advisors first reported a position in TJUL in Q3 2023 and held it in 6 quarters. The position peaked at $1.29M in Q1 2024. 83 funds tracked by Wall St. Rank hold TJUL as of Q1 2025.

Prosperity Capital Advisors reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q1 2025 after selling out during the quarter.
Prosperity Capital Advisors sold 8,508 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q1 2025, an estimated $236K.
Prosperity Capital Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2023 and held it in 6 quarters.
Prosperity Capital Advisors's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $1.29M 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 Prosperity Capital Advisors's 13F filing for Q1 2025, filed 12 May 2025.