Syntegra Private Wealth Group’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Syntegra Private Wealth Group’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 Q2	$1.63M	Sell	53,850 -5,097	-9%	-$153K	0.13%	50
2026 Q1	$1.73M	Sell	58,947 -4,013	-6%	-$119K	0.16%	43
2025 Q4	$1.86M	Buy	62,960 +98	+0.2%	+$2.88K	0.17%	43
2025 Q3	$1.84M	Buy	62,862 +1,551	+3%	+$44.9K	0.17%	43
2025 Q2	$1.76M	Hold	61,311	–	–	0.18%	44
2025 Q1	$1.72M	Sell	61,311 -893	-1%	-$25K	0.2%	37
2024 Q4	$1.73M	Hold	62,204	–	–	0.2%	37
2024 Q3	$1.71M	Hold	62,204	–	–	0.2%	34
2024 Q2	$1.67M	Hold	62,204	–	–	0.21%	35
2024 Q1	$1.64M	Buy	62,204 +7,363	+13%	+$191K	0.21%	34
2023 Q4	$1.41M	Buy	54,841 +33,901	+162%	+$844K	0.2%	34
2023 Q3	$511K	Buy	+20,940	New	+$518K	0.08%	61

Other funds holding TJUL

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

KWM

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

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Syntegra Private Wealth Group's TJUL Position: Q2 2026 in Review

Syntegra Private Wealth Group reduced its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) stake by 8.6% in Q2 2026, selling an estimated $153K and leaving 53,850 shares worth $1.63M. The position accounts for 0.13% of the portfolio, ranked #50.

Syntegra Private Wealth Group first reported a position in TJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.86M in Q4 2025. 22 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

Syntegra Private Wealth Group held 53,850 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $1.63M as of Q2 2026.
Syntegra Private Wealth Group sold 5,097 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2026, an estimated $153K.
Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up 0.13% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #50 holding.
Syntegra Private Wealth Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2023 and has held it in 12 quarters since.
Syntegra Private Wealth Group's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $1.86M in Q4 2025.
22 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.