DAS
AJUL

Dynamic Advisor Solutions’s Innovator Equity Defined Protection ETF - 2 Yr to July 2028 AJUL Stock Holding History

Dynamic Advisor Solutions’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
2024
Q4 		– Sell
-10,885
Closed -$293K – 954
2024
Q3 		$293K Buy
+10,885
New +$286K 0.01% 755

Other funds holding AJUL

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RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Dynamic Advisor Solutions's AJUL Position: Q4 2024 in Review

Dynamic Advisor Solutions sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) in Q4 2024, closing a stake of 10,885 shares — an estimated $293K sold.

Dynamic Advisor Solutions first reported a position in AJUL in Q3 2024 and held it in 1 quarter. The position peaked at $293K in Q3 2024. 47 funds tracked by Wall St. Rank hold AJUL as of Q4 2024.

  • Dynamic Advisor Solutions reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position as of Q4 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 10,885 Innovator Equity Defined Protection ETF - 2 Yr to July 2028 shares in Q4 2024, an estimated $293K.
  • Dynamic Advisor Solutions first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in Q3 2024 and held it in 1 quarter.
  • Dynamic Advisor Solutions's Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $293K in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q4 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2024, filed 21 Jan 2025.