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TJUL icon

Sunbelt Securities’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Sunbelt Securities’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
Q1 		$350K Hold
11,915
– – 0.02% 489
2025
Q4 		$353K Hold
11,915
– – 0.02% 486
2025
Q3 		$349K Sell
11,915
-2,575
-18% -$74.6K 0.02% 482
2025
Q2 		$402K Buy
14,490
+165
+1% +$4.65K 0.04% 406
2025
Q1 		$402K Sell
14,325
-165
-1% -$4.62K 0.04% 375
2024
Q4 		$403K Hold
14,490
– – 0.04% 407
2024
Q3 		$398K Sell
14,490
-700
-5% -$19K 0.04% 411
2024
Q2 		$407K Sell
15,190
-760
-5% -$20.1K 0.04% 382
2024
Q1 		$420K Sell
15,950
-800
-5% -$20.8K 0.05% 360
2023
Q4 		$430K Hold
16,750
– – 0.05% 338
2023
Q3 		$409K Buy
+16,750
New +$415K 0.06% 331

Other funds holding TJUL

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LC
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BCM
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Osaic Holdings
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $773M AUM 12.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return