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

Sterling Capital 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
2025
Q3 		– Sell
-123
Closed -$3.53K – 3289
2025
Q2 		$3.53K Hold
123
– – ﹤0.01% 2703
2025
Q1 		$3.45K Hold
123
– – ﹤0.01% 2345
2024
Q4 		$3.42K Hold
123
– – ﹤0.01% 2607
2024
Q3 		$3.38K Buy
+123
New +$3.33K ﹤0.01% 1936

Other funds holding TJUL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 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

Sterling Capital Management's TJUL Position: Q3 2025 in Review

Sterling Capital Management sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q3 2025, closing a stake of 123 shares — an estimated $3.53K sold.

Sterling Capital Management first reported a position in TJUL in Q3 2024 and held it in 4 quarters. The position peaked at $3.53K in Q2 2025. 80 funds tracked by Wall St. Rank hold TJUL as of Q3 2025.

  • Sterling Capital Management reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q3 2025 after selling out during the quarter.
  • Sterling Capital Management sold 123 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q3 2025, an estimated $3.53K.
  • Sterling Capital Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2024 and held it in 4 quarters.
  • Sterling Capital Management's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $3.53K in Q2 2025.
  • 80 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q3 2025.

Based on Sterling Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.