CFGS
AJUL

Concourse Financial Group Securities’s Innovator Equity Defined Protection ETF - 2 Yr to July 2028 AJUL Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-841
Closed -$22.9K – 2196
2024
Q4 		$22.9K Buy
841
+111
+15% +$2.99K ﹤0.01% 1508
2024
Q3 		$19.7K Buy
+730
New +$19.2K ﹤0.01% 1518

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Commonwealth Equity Services
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KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

Concourse Financial Group Securities's AJUL Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) in Q1 2025, closing a stake of 841 shares — an estimated $22.9K sold.

Concourse Financial Group Securities first reported a position in AJUL in Q3 2024 and held it in 2 quarters. The position peaked at $22.9K in Q4 2024. 42 funds tracked by Wall St. Rank hold AJUL as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 841 Innovator Equity Defined Protection ETF - 2 Yr to July 2028 shares in Q1 2025, an estimated $22.9K.
  • Concourse Financial Group Securities first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in Q3 2024 and held it in 2 quarters.
  • Concourse Financial Group Securities's Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $22.9K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.