AC
AJUL

Applied Capital’s Innovator Equity Defined Protection ETF - 2 Yr to July 2028 AJUL Stock Holding History

Applied Capital’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 		– Sell
-7,736
Closed -$224K – 54
2026
Q1 		$224K Sell
7,736
-677
-8% -$19.7K 0.08% 47
2025
Q4 		$245K Sell
8,413
-280
-3% -$8.06K 0.09% 47
2025
Q3 		$249K Sell
8,693
-771
-8% -$21.8K 0.1% 47
2025
Q2 		$264K Sell
9,464
-1,578
-14% -$42.7K 0.12% 44
2025
Q1 		$295K Sell
11,042
-1,668
-13% -$45.2K 0.14% 43
2024
Q4 		$343K Hold
12,710
– – 0.18% 39
2024
Q3 		$342K Buy
+12,710
New +$334K 0.18% 39

Other funds holding AJUL

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
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
BCA
Bay Capital Advisors Virginia Beach, Virginia $187M AUM 25.62% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Applied Capital's AJUL Position: Q2 2026 in Review

Applied Capital sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) in Q2 2026, closing a stake of 7,736 shares — an estimated $224K sold.

Applied Capital first reported a position in AJUL in Q3 2024 and held it in 7 quarters. The position peaked at $343K in Q4 2024. 13 funds tracked by Wall St. Rank hold AJUL as of Q2 2026.

  • Applied Capital reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position as of Q2 2026 after selling out during the quarter.
  • Applied Capital sold 7,736 Innovator Equity Defined Protection ETF - 2 Yr to July 2028 shares in Q2 2026, an estimated $224K.
  • Applied Capital first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in Q3 2024 and held it in 7 quarters.
  • Applied Capital's Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $343K in Q4 2024.
  • 13 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q2 2026.

Based on Applied Capital's 13F filing for Q2 2026, filed 21 Jul 2026.