AWM
AJUL

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

AE 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 		$783K Sell
27,020
-40
-0.1% -$1.17K ﹤0.01% 914
2025
Q4 		$787K Sell
27,060
-571
-2% -$16.4K ﹤0.01% 879
2025
Q3 		$791K Sell
27,631
-89,039
-76% -$2.52M 0.01% 815
2025
Q2 		$3.26M Buy
116,670
+112,920
+3,011% +$3.05M 0.02% 434
2025
Q1 		$100K Hold
3,750
– – ﹤0.01% 1444
2024
Q4 		$101K Buy
+3,750
New +$101K ﹤0.01% 1422

Other funds holding AJUL

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
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
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
MFG
MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

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

AE Wealth Management reduced its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) stake by 0.15% in Q1 2026, selling an estimated $1.17K and leaving 27,020 shares worth $783K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

AE Wealth Management first reported a position in AJUL in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.26M in Q2 2025. 43 funds tracked by Wall St. Rank hold AJUL as of Q1 2026.

  • AE Wealth Management held 27,020 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 worth $783K as of Q1 2026.
  • AE Wealth Management sold 40 Innovator Equity Defined Protection ETF - 2 Yr to July 2028 shares in Q1 2026, an estimated $1.17K.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2028 made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #914 holding.
  • AE Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in Q4 2024 and has held it in 6 quarters since.
  • AE Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $3.26M in Q2 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 AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.