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SageView Advisory Group’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

SageView Advisory 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
2026
Q1 		– Sell
-1,975
Closed -$58.4K – 2254
2025
Q4 		$58.4K Buy
+1,975
New +$58.1K ﹤0.01% 1010
2024
Q2 		– Sell
-16,022
Closed -$381K – 763
2024
Q1 		$381K Sell
16,022
-108,964
-87% -$2.83M 0.02% 369
2023
Q4 		$4.82K Buy
+124,986
New +$3.11M ﹤0.01% 648

Other funds holding TJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LC
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

SageView Advisory Group's TJUL Position: Q1 2026 in Review

SageView Advisory Group sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q1 2026, closing a stake of 1,975 shares — an estimated $58.4K sold.

SageView Advisory Group first reported a position in TJUL in Q4 2023 and held it in 3 quarters. The position peaked at $381K in Q1 2024. 83 funds tracked by Wall St. Rank hold TJUL as of Q1 2026.

  • SageView Advisory Group reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,975 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q1 2026, an estimated $58.4K.
  • SageView Advisory Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q4 2023 and held it in 3 quarters.
  • SageView Advisory Group's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $381K in Q1 2024.
  • 83 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.