AE Wealth Management
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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
Q3 		$311K Buy
10,282
+7,668
+293% +$232K ﹤0.01% 1527
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

Legacy CG
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HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Lifestyle Asset Management
Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return
Atlantic Private Wealth
Atlantic Private Wealth Chapel Hill, North Carolina $169M AUM 13.26% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Cypress Wealth Services
Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return

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

AE Wealth Management increased its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) stake by 293% in Q3 2026, buying an estimated $232K and bringing the position to 10,282 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

AE Wealth Management first reported a position in AJUL in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.26M in Q2 2025. 48 funds tracked by Wall St. Rank hold AJUL as of Q3 2026.

  • AE Wealth Management held 10,282 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 worth $311K as of Q3 2026.
  • AE Wealth Management bought 7,668 Innovator Equity Defined Protection ETF - 2 Yr to July 2028 shares in Q3 2026, an estimated $232K.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2028 made up ﹤0.01% of AE Wealth Management's portfolio in Q3 2026, its #1527 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 8 quarters since.
  • AE Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $3.26M in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q3 2026.

Based on AE Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.