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

Waverly Advisors’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 		$1.1M Hold
36,479
– – 0.01% 854
2026
Q1 		$1.07M Hold
36,479
– – 0.01% 810
2025
Q4 		$1.08M Buy
+36,479
New +$1.07M 0.01% 735

Other funds holding TJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LC
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
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

Waverly Advisors's TJUL Position: Q2 2026 in Review

Waverly Advisors held its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) position steady in Q2 2026 at 36,479 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #854.

Waverly Advisors first reported a position in TJUL in Q4 2025 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold TJUL as of Q2 2026.

  • Waverly Advisors held 36,479 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 worth $1.1M as of Q2 2026.
  • Waverly Advisors left its Innovator Equity Defined Protection ETF - 2 Yr to July 2027 share count unchanged in Q2 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2027 made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #854 holding.
  • Waverly Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q4 2025 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.