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

Stratos Wealth Advisors’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	-7,820	Closed	-$219K	–	712
2025 Q1	$219K	Hold	7,820	–	–	0.01%	609
2024 Q4	$217K	Sell	7,820 -907	-10%	-$25.1K	0.01%	661
2024 Q3	$239K	Hold	8,727	–	–	0.01%	666
2024 Q2	$234K	Hold	8,727	–	–	0.01%	623
2024 Q1	$230K	Buy	8,727 +303	+4%	+$7.87K	0.01%	602
2023 Q4	$216K	Buy	+8,424	New	+$210K	0.01%	630

Other funds holding TJUL

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

MFS

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

BFA

Brown Financial Advisors Milford, Ohio $286M AUM 19.63% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

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

Stratos Wealth Advisors's TJUL Position: Q2 2025 in Review

Stratos Wealth Advisors sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q2 2025, closing a stake of 7,820 shares — an estimated $219K sold.

Stratos Wealth Advisors first reported a position in TJUL in Q4 2023 and held it in 6 quarters. The position peaked at $239K in Q3 2024. 78 funds tracked by Wall St. Rank hold TJUL as of Q2 2025.

Stratos Wealth Advisors reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q2 2025 after selling out during the quarter.
Stratos Wealth Advisors sold 7,820 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2025, an estimated $219K.
Stratos Wealth Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q4 2023 and held it in 6 quarters.
Stratos Wealth Advisors's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $239K in Q3 2024.
78 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2025.

Based on Stratos Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.