Spire Wealth Management TJUL — INNOVATOR ETFS TRUST

Ownership history in Spire Wealth Management  ·  6 quarters on record

AI Ownership Summary

Spire Wealth Management reported INNOVATOR ETFS TRUST (TJUL) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows TJUL at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TJUL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Spire Wealth Management's position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TJUL was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TJUL stock page Spire Wealth Management fund profile Spire Wealth Management full holdings
How Spire Wealth Management held TJUL — position size vs. price
% of Fund (quarterly)    TJUL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 22,684 +1 +0.0% 0.02% $666K 2026-04-22 $29.99
2025 Q4 ADDED — — — 22,683 +4 +0.0% 0.02% $671K 2026-01-14 $29.73
2025 Q3 REDUCED 6.6% +1.3% ❌ 22,679 -1,604 -6.6% 0.02% $664K 2025-10-23 $29.45
2025 Q2 REDUCED 7.1% +2.2% ❌ 24,283 -1,850 -7.1% 0.03% $697K 2025-08-04 $28.86
2025 Q1 UNCHANGED — — — 26,133 — 0% 0.02% $733K 2025-04-23 $27.71
2024 Q4 INITIATED — — — 26,133 — — 0.02% $726K 2025-01-24 $28.04

🏢 Other funds also holding TJUL

As of 2026 Q1 — sorted by position size

Diligent Investors, LLC 3Y 7Y 0.37% Integrated Wealth Management 0.35% KFG WEALTH MANAGEMENT, LLC 3Y 0.3% HOWARD BAILEY SECURITIES, LLC 0.26% CENTRAL VALLEY ADVISORS, LLC 0.17% Cypress Wealth Services, LLC 3Y 7Y 0.14% RED REEF ADVISORS LLC 0.11% Selby Wealth Management, LLC 0.09% Castle Rock Wealth Management, LLC 3Y 7Y 0.07% Brookstone Capital Management 3Y 7Y 0.06%

FAQ About Spire Wealth Management and TJUL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Spire Wealth Management reported owning TJUL?

Spire Wealth Management reported TJUL across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported TJUL position in Spire Wealth Management's portfolio?

The largest reported portfolio weight for TJUL was 0.03% in 2025 Q2.

What is the latest reported TJUL position on this page?

The most recent filing on this page is 2026 Q1, when Spire Wealth Management reported 22,684 shares, equal to 0.02% of portfolio, with an estimated market value of $666K.

What does the chart on this TJUL ownership page compare?

The chart compares Spire Wealth Management's quarterly TJUL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Spire Wealth Management time their TJUL position?

Based on 13F filing dates vs. subsequent TJUL price moves, Spire Wealth Management correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on TJUL relative to SPY over the holding period was -10.3%.

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