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

Tradition Wealth Management’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	$275K	Sell	9,092 -1,000	-10%	-$30K	0.02%	433
2026 Q1	$296K	Hold	10,092	–	–	0.02%	390
2025 Q4	$299K	Hold	10,092	–	–	0.02%	379
2025 Q3	$296K	Buy	+10,092	New	+$292K	0.02%	376
2024 Q1	–	Sell	-4,005	Closed	-$103K	–	1108
2023 Q4	$103K	Buy	4,005 +3,005	+301%	+$74.8K	0.01%	462
2023 Q3	$24K	Buy	+1,000	New	+$24.7K	﹤0.01%	804

Other funds holding TJUL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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

KWM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Tradition Wealth Management's TJUL Position: Q2 2026 in Review

Tradition Wealth Management reduced its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) stake by 9.9% in Q2 2026, selling an estimated $30K and leaving 9,092 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #433.

Tradition Wealth Management first reported a position in TJUL in Q3 2023 and has held it in 6 quarters since. The position peaked at $299K in Q4 2025. 75 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

Tradition Wealth Management held 9,092 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $275K as of Q2 2026.
Tradition Wealth Management sold 1,000 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2026, an estimated $30K.
Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up 0.02% of Tradition Wealth Management's portfolio in Q2 2026, its #433 holding.
Tradition Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2023 and has held it in 6 quarters since.
Tradition Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $299K in Q4 2025.
75 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.