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

Wood Tarver 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 		– Sell
-4,988
Closed -$143K – 593
2025
Q2 		$143K Hold
4,988
– – 0.04% 167
2025
Q1 		$140K Hold
4,988
– – 0.05% 157
2024
Q4 		$138K Buy
+4,988
New +$138K 0.05% 155

Other funds holding TJUL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VBFG
Vishria Bird Financial Group Memphis, Tennessee $510M AUM 12.05% 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
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
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

Wood Tarver Financial Group's TJUL Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2027 (TJUL) in Q3 2025, closing a stake of 4,988 shares — an estimated $143K sold.

Wood Tarver Financial Group first reported a position in TJUL in Q4 2024 and held it in 3 quarters. The position peaked at $143K in Q2 2025. 80 funds tracked by Wall St. Rank hold TJUL as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 4,988 Innovator Equity Defined Protection ETF - 2 Yr to July 2027 shares in Q3 2025, an estimated $143K.
  • Wood Tarver Financial Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2027 in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 position peaked at $143K in Q2 2025.
  • 80 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2027 as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.