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Spire Wealth Management’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Spire Wealth Management’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 		$656K Sell
21,688
-996
-4% -$29.9K 0.02% 490
2026
Q1 		$666K Buy
22,684
+1
+0% +$30 0.02% 471
2025
Q4 		$671K Buy
22,683
+4
+0% +$118 0.02% 475
2025
Q3 		$664K Sell
22,679
-1,604
-7% -$46.5K 0.02% 463
2025
Q2 		$697K Sell
24,283
-1,850
-7% -$52.2K 0.03% 440
2025
Q1 		$733K Hold
26,133
– – 0.02% 472
2024
Q4 		$726K Buy
+26,133
New +$722K 0.02% 469

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Spire Wealth Management's TJUL Position: Q2 2026 in Review

Spire Wealth Management reduced its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) stake by 4.4% in Q2 2026, selling an estimated $29.9K and leaving 21,688 shares worth $656K. The position accounts for 0.02% of the portfolio, ranked #490.

Spire Wealth Management first reported a position in TJUL in Q4 2024 and has held it in 7 quarters since. The position peaked at $733K in Q1 2025. 74 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

  • Spire Wealth Management held 21,688 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $656K as of Q2 2026.
  • Spire Wealth Management sold 996 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2026, an estimated $29.9K.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #490 holding.
  • Spire Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q4 2024 and has held it in 7 quarters since.
  • Spire Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $733K in Q1 2025.
  • 74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.