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

Vishria Bird Financial 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
2025 Q3	$11.2M	Sell	381,472 -964	-0.3%	-$27.9K	2.19%	17
2025 Q2	$11M	Sell	382,436 -7,396	-2%	-$208K	3.65%	12
2025 Q1	$10.9M	Sell	389,832 -5,716	-1%	-$160K	3.72%	11
2024 Q4	$11M	Sell	395,548 -3,207	-0.8%	-$88.6K	3.85%	10
2024 Q3	$10.9M	Hold	398,755	–	–	4.15%	9
2024 Q2	$10.7M	Sell	398,755 -3,151	-0.8%	-$83.2K	4.49%	9
2024 Q1	$10.6M	Sell	401,906 -5,591	-1%	-$145K	4.53%	9
2023 Q4	$10.5M	Sell	407,497 -5,722	-1%	-$142K	4.94%	8
2023 Q3	$10.1M	Buy	+413,219	New	+$10.2M	5.72%	5

Other funds holding TJUL

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

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

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 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 $886M AUM 15.98% 1-Year Est. Return

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

Vishria Bird Financial Group's TJUL Position: Q3 2025 in Review

Vishria Bird Financial Group reduced its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) stake by 0.25% in Q3 2025, selling an estimated $27.9K and leaving 381,472 shares worth $11.2M. The position accounts for 2.19% of the portfolio, ranked #17.

Vishria Bird Financial Group first reported a position in TJUL in Q3 2023 and has held it in 9 quarters since. 80 funds tracked by Wall St. Rank hold TJUL as of Q3 2025.

Vishria Bird Financial Group held 381,472 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $11.2M as of Q3 2025.
Vishria Bird Financial Group sold 964 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q3 2025, an estimated $27.9K.
Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up 2.19% of Vishria Bird Financial Group's portfolio in Q3 2025, its #17 holding.
Vishria Bird Financial Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q3 2023 and has held it in 9 quarters since.
80 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.