BAM
AJUL

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

Belpointe Asset 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 		$434K Buy
14,973
+272
+2% +$7.93K 0.02% 740
2025
Q4 		$427K Buy
14,701
+859
+6% +$24.7K 0.02% 708
2025
Q3 		$396K Sell
13,842
-699
-5% -$19.8K 0.02% 703
2025
Q2 		$406K Buy
+14,541
New +$393K 0.02% 652

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

Belpointe Asset Management's AJUL Position: Q1 2026 in Review

Belpointe Asset Management increased its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) stake by 1.9% in Q1 2026, buying an estimated $7.93K and bringing the position to 14,973 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #740.

Belpointe Asset Management first reported a position in AJUL in Q2 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold AJUL as of Q1 2026.

  • Belpointe Asset Management held 14,973 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 worth $434K as of Q1 2026.
  • Belpointe Asset Management bought 272 Innovator Equity Defined Protection ETF - 2 Yr to July 2028 shares in Q1 2026, an estimated $7.93K.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2028 made up 0.02% of Belpointe Asset Management's portfolio in Q1 2026, its #740 holding.
  • Belpointe Asset Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in Q2 2025 and has held it in 4 quarters since.
  • 43 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.