Sigma Planning Corp’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Sigma Planning Corp’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	$252K	Hold	8,337	–	–	0.01%	1205
2026 Q1	$245K	Hold	8,337	–	–	0.01%	1134
2025 Q4	$247K	Hold	8,337	–	–	0.01%	1114
2025 Q3	$244K	Hold	8,337	–	–	0.01%	1125
2025 Q2	$239K	Hold	8,337	–	–	0.01%	1092
2025 Q1	$234K	Hold	8,337	–	–	0.01%	1059
2024 Q4	$232K	Hold	8,337	–	–	0.01%	1029
2024 Q3	$229K	Sell	8,337 -1,500	-15%	-$40.6K	0.01%	1079
2024 Q2	$263K	Sell	9,837 -2,045	-17%	-$54K	0.01%	976
2024 Q1	$313K	Buy	+11,882	New	+$308K	0.01%	942
2023 Q4	–	Sell	-12,882	Closed	-$315K	–	1148
2023 Q3	$315K	Buy	+12,882	New	+$319K	0.01%	903

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Sigma Planning Corp's TJUL Position: Q2 2026 in Review

Sigma Planning Corp held its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) position steady in Q2 2026 at 8,337 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #1205.

Sigma Planning Corp first reported a position in TJUL in Q3 2023 and has held it in 11 quarters since. The position peaked at $315K in Q3 2023. 50 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

Sigma Planning Corp held 8,337 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $252K as of Q2 2026.
Sigma Planning Corp 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 Sigma Planning Corp's portfolio in Q2 2026, its #1205 holding.
Sigma Planning Corp first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2023 and has held it in 11 quarters since.
Sigma Planning Corp's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $315K in Q3 2023.
50 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.