Comprehensive Financial Consultants Institutional’s Innovator Equity Defined Protection ETF - 2 Yr to July 2028 AJUL Stock Holding History

Comprehensive Financial Consultants Institutional’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	$210K	Hold	6,997	–	–	0.06%	198
2026 Q1	$203K	Sell	6,997 -377	-5%	-$11K	0.06%	190
2025 Q4	$214K	Hold	7,374	–	–	0.06%	185
2025 Q3	$211K	Hold	7,374	–	–	0.07%	182
2025 Q2	$206K	Sell	7,374 -2,012	-21%	-$54.4K	0.07%	180
2025 Q1	$251K	Hold	9,386	–	–	0.09%	157
2024 Q4	$254K	Sell	9,386 -652	-6%	-$17.6K	0.09%	153
2024 Q3	$270K	Buy	+10,038	New	+$264K	0.1%	148

Other funds holding AJUL

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

BCA

Bay Capital Advisors Virginia Beach, Virginia $187M AUM 25.62% 1-Year Est. Return

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's AJUL Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional held its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) position steady in Q2 2026 at 6,997 shares worth $210K. The position accounts for 0.06% of the portfolio, ranked #198.

Comprehensive Financial Consultants Institutional first reported a position in AJUL in Q3 2024 and has held it in 8 quarters since. The position peaked at $270K in Q3 2024. 13 funds tracked by Wall St. Rank hold AJUL as of Q2 2026.

Comprehensive Financial Consultants Institutional held 6,997 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 worth $210K as of Q2 2026.
Comprehensive Financial Consultants Institutional left its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 2 Yr to July 2028 made up 0.06% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #198 holding.
Comprehensive Financial Consultants Institutional first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in Q3 2024 and has held it in 8 quarters since.
Comprehensive Financial Consultants Institutional's Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $270K in Q3 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 Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.