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 Q3	$236K	Hold	7,776	–	–	0.05%	140
2026 Q2	$234K	Hold	7,776	–	–	0.05%	134
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

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Selby Wealth Management Emeryville, California $284M AUM 6.12% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Able Wealth Management's AJUL Position: Q3 2026 in Review

Able Wealth Management held its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) position steady in Q3 2026 at 7,776 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #140.

Able Wealth Management first reported a position in AJUL in Q3 2024 and has held it in 9 quarters since. 20 funds tracked by Wall St. Rank hold AJUL as of Q3 2026.

Able Wealth Management held 7,776 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 worth $236K as of Q3 2026.
Able Wealth Management left its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 share count unchanged in Q3 2026.
Innovator Equity Defined Protection ETF - 2 Yr to July 2028 made up 0.05% of Able Wealth Management's portfolio in Q3 2026, its #140 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 9 quarters since.
20 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.