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 Q2	$78.6K	Sell	2,614 -24,406	-90%	-$727K	﹤0.01%	1981
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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 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

AE Wealth Management's AJUL Position: Q2 2026 in Review

AE Wealth Management reduced its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) stake by 90% in Q2 2026, selling an estimated $727K and leaving 2,614 shares worth $78.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1981.

AE Wealth Management first reported a position in AJUL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.26M in Q2 2025. 44 funds tracked by Wall St. Rank hold AJUL as of Q2 2026.

AE Wealth Management held 2,614 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 worth $78.6K as of Q2 2026.
AE Wealth Management sold 24,406 Innovator Equity Defined Protection ETF - 2 Yr to July 2028 shares in Q2 2026, an estimated $727K.
Innovator Equity Defined Protection ETF - 2 Yr to July 2028 made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1981 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 7 quarters since.
AE Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $3.26M in Q2 2025.
44 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.