Atlantic Private Wealth
AJUL icon

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

Atlantic Private Wealth’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 		$1.32M Buy
+43,775
New +$1.32M 0.78% 22

Other funds holding AJUL

Legacy CG
Legacy CG Plano, Texas $397M AUM 15.14% 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

Atlantic Private Wealth's AJUL Position: Q3 2026 in Review

Atlantic Private Wealth opened a new position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) in Q3 2026: 43,775 shares worth $1.32M. The stake represents 0.78% of the portfolio and ranks #22 among its holdings.

33 funds tracked by Wall St. Rank hold AJUL as of Q3 2026.

  • Atlantic Private Wealth held 43,775 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 worth $1.32M as of Q3 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2028 was a new Atlantic Private Wealth position in Q3 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2028 made up 0.78% of Atlantic Private Wealth's portfolio in Q3 2026, its #22 holding.
  • 33 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q3 2026.

Based on Atlantic Private Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.