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
Q2 		$202K Sell
6,731
-8,242
-55% -$246K 0.01% 1068
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 $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
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
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

Belpointe Asset Management's AJUL Position: Q2 2026 in Review

Belpointe Asset Management reduced its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) stake by 55% in Q2 2026, selling an estimated $246K and leaving 6,731 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #1068.

Belpointe Asset Management first reported a position in AJUL in Q2 2025 and has held it in 5 quarters since. The position peaked at $434K in Q1 2026. 44 funds tracked by Wall St. Rank hold AJUL as of Q2 2026.

  • Belpointe Asset Management held 6,731 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 worth $202K as of Q2 2026.
  • Belpointe Asset Management sold 8,242 Innovator Equity Defined Protection ETF - 2 Yr to July 2028 shares in Q2 2026, an estimated $246K.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2028 made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1068 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 5 quarters since.
  • Belpointe Asset Management's Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $434K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.