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Steward Partners Investment Advisory’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Steward Partners Investment Advisory’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
Q2 		– Sell
-403
Closed -$11.3K – 4240
2025
Q1 		$11.3K Hold
403
– – ﹤0.01% 3034
2024
Q4 		$11.2K Hold
403
– – ﹤0.01% 3053
2024
Q3 		$11.1K Hold
403
– – ﹤0.01% 2914
2024
Q2 		$10.8K Hold
403
– – ﹤0.01% 2793
2024
Q1 		$10.6K Hold
403
– – ﹤0.01% 2789
2023
Q4 		$10.3K Buy
+403
New +$10K ﹤0.01% 2697

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 $164M AUM 8.01% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Steward Partners Investment Advisory's TJUL Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q2 2025, closing a stake of 403 shares — an estimated $11.3K sold.

Steward Partners Investment Advisory first reported a position in TJUL in Q4 2023 and held it in 6 quarters. The position peaked at $11.3K in Q1 2025. 78 funds tracked by Wall St. Rank hold TJUL as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 403 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2025, an estimated $11.3K.
  • Steward Partners Investment Advisory first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q4 2023 and held it in 6 quarters.
  • Steward Partners Investment Advisory's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $11.3K in Q1 2025.
  • 78 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.