Vantage Financial Partners (Wisconsin)’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025 Q4	$759K	Hold	25,662	–	–	0.15%	87
2025 Q3	$752K	Buy	25,662 +5,024	+24%	+$146K	0.16%	82
2025 Q2	$592K	Hold	20,638	–	–	0.14%	103
2025 Q1	$579K	Sell	20,638 -4,082	-17%	-$114K	0.14%	94
2024 Q4	$686K	Sell	24,720 -229	-0.9%	-$6.33K	0.17%	79
2024 Q3	$685K	Sell	24,949 -227	-0.9%	-$6.15K	0.17%	84
2024 Q2	$674K	Hold	25,176	–	–	0.18%	63
2024 Q1	$662K	Buy	25,176 +7,656	+44%	+$199K	0.18%	63
2023 Q4	$450K	Buy	+17,520	New	+$436K	0.13%	77

Other funds holding TJUL

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFA

Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s TJUL Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) held its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) position steady in Q4 2025 at 25,662 shares worth $759K. The position accounts for 0.15% of the portfolio, ranked #87.

Vantage Financial Partners (Wisconsin) first reported a position in TJUL in Q4 2023 and has held it in 9 quarters since. 92 funds tracked by Wall St. Rank hold TJUL as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 25,662 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $759K as of Q4 2025.
Vantage Financial Partners (Wisconsin) left its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 share count unchanged in Q4 2025.
Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up 0.15% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #87 holding.
Vantage Financial Partners (Wisconsin) first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q4 2023 and has held it in 9 quarters since.
92 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.