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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

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Sunbelt Securities's TJUL Position: Q1 2026 in Review

Sunbelt Securities held its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) position steady in Q1 2026 at 11,915 shares worth $350K. The position accounts for 0.02% of the portfolio, ranked #489.

Sunbelt Securities first reported a position in TJUL in Q3 2023 and has held it in 11 quarters since. The position peaked at $430K in Q4 2023. 83 funds tracked by Wall St. Rank hold TJUL as of Q1 2026.

  • Sunbelt Securities held 11,915 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $350K as of Q1 2026.
  • Sunbelt Securities left its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 share count unchanged in Q1 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #489 holding.
  • Sunbelt Securities first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2023 and has held it in 11 quarters since.
  • Sunbelt Securities's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $430K in Q4 2023.
  • 83 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.