Able Wealth Management’s Innovator Equity Defined Protection ETF - 2 Yr to July 2028 AJUL Stock Holding History

Able Wealth Management’s Portfolio AJUL Stock Details AJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$225K	Hold	7,776	–	–	0.06%	114
2025 Q4	$226K	Hold	7,776	–	–	0.07%	106
2025 Q3	$223K	Hold	7,776	–	–	0.08%	98
2025 Q2	$217K	Hold	7,776	–	–	0.11%	101
2025 Q1	$208K	Hold	7,776	–	–	0.12%	94
2024 Q4	$210K	Hold	7,776	–	–	0.14%	91
2024 Q3	$209K	Buy	+7,776	New	+$204K	0.16%	85

Other funds holding AJUL

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Able Wealth Management's AJUL Position: Q1 2026 in Review

Able Wealth Management held its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) position steady in Q1 2026 at 7,776 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #114.

Able Wealth Management first reported a position in AJUL in Q3 2024 and has held it in 7 quarters since. The position peaked at $226K in Q4 2025. 43 funds tracked by Wall St. Rank hold AJUL as of Q1 2026.

Able Wealth Management held 7,776 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 worth $225K as of Q1 2026.
Able Wealth Management left its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 share count unchanged in Q1 2026.
Innovator Equity Defined Protection ETF - 2 Yr to July 2028 made up 0.06% of Able Wealth Management's portfolio in Q1 2026, its #114 holding.
Able Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in Q3 2024 and has held it in 7 quarters since.
Able Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $226K in Q4 2025.
43 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.