Csenge Advisory Group’s Innovator Equity Defined Protection ETF - 2 Yr to July 2028 AJUL Stock Holding History

Csenge Advisory Group’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 Q3	–	Sell	-31,747	Closed	-$870K	–	789
2025 Q2	$870K	Buy	+31,747	New	+$859K	0.05%	293

Other funds holding AJUL

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

Csenge Advisory Group's AJUL Position: Q3 2025 in Review

Csenge Advisory Group sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) in Q3 2025, closing a stake of 31,747 shares — an estimated $870K sold.

Csenge Advisory Group first reported a position in AJUL in Q2 2025 and held it in 1 quarter. The position peaked at $870K in Q2 2025. 44 funds tracked by Wall St. Rank hold AJUL as of Q3 2025.

Csenge Advisory Group reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position as of Q3 2025 after selling out during the quarter.
Csenge Advisory Group sold 31,747 Innovator Equity Defined Protection ETF - 2 Yr to July 2028 shares in Q3 2025, an estimated $870K.
Csenge Advisory Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in Q2 2025 and held it in 1 quarter.
Csenge Advisory Group's Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $870K in Q2 2025.
44 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q3 2025.

Based on Csenge Advisory Group's 13F filing for Q3 2025, filed 28 Oct 2025.