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

UBS 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	–	Sell	-105	Closed	-$3.08K	–	11032
2026 Q1	$3.08K	Buy	+105	New	+$3.11K	﹤0.01%	9145
2025 Q4	–	Sell	-1,751	Closed	-$51.3K	–	11158
2025 Q3	$51.3K	Sell	1,751 -28,641	-94%	-$830K	﹤0.01%	7545
2025 Q2	$872K	Buy	30,392 +10,700	+54%	+$302K	﹤0.01%	5564
2025 Q1	$553K	Buy	19,692 +18,694	+1,873%	+$523K	﹤0.01%	5769
2024 Q4	$27.7K	Sell	998 -6,655	-87%	-$184K	﹤0.01%	7668
2024 Q3	$210K	Buy	7,653 +7,490	+4,595%	+$203K	﹤0.01%	5840
2024 Q2	$4.37K	Sell	163 -433	-73%	-$11.4K	﹤0.01%	8101
2024 Q1	$15.7K	Buy	+596	New	+$15.5K	﹤0.01%	7029

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

UBS Group's TJUL Position: Q2 2026 in Review

UBS Group sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q2 2026, closing a stake of 105 shares — an estimated $3.08K sold.

UBS Group first reported a position in TJUL in Q1 2024 and held it in 8 quarters. The position peaked at $872K in Q2 2025. 74 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

UBS Group reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q2 2026 after selling out during the quarter.
UBS Group sold 105 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q2 2026, an estimated $3.08K.
UBS Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q1 2024 and held it in 8 quarters.
UBS Group's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $872K in Q2 2025.
74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.