FIA
AJUL

Foundations Investment Advisors’s Innovator Equity Defined Protection ETF - 2 Yr to July 2028 AJUL Stock Holding History

Foundations Investment Advisors’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
Q1 		$428K Sell
14,761
-552
-4% -$16.1K 0.01% 763
2025
Q4 		$445K Sell
15,313
-21
-0.1% -$604 0.01% 750
2025
Q3 		$439K Sell
15,334
-11,171
-42% -$316K 0.01% 698
2025
Q2 		$740K Buy
26,505
+13,817
+109% +$374K 0.01% 494
2025
Q1 		$339K Sell
12,688
-2,377
-16% -$64.4K 0.01% 676
2024
Q4 		$407K Buy
15,065
+5,420
+56% +$146K 0.01% 588
2024
Q3 		$260K Buy
+9,645
New +$253K 0.01% 674

Other funds holding AJUL

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
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
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

Foundations Investment Advisors's AJUL Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) stake by 3.6% in Q1 2026, selling an estimated $16.1K and leaving 14,761 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #763.

Foundations Investment Advisors first reported a position in AJUL in Q3 2024 and has held it in 7 quarters since. The position peaked at $740K in Q2 2025. 43 funds tracked by Wall St. Rank hold AJUL as of Q1 2026.

  • Foundations Investment Advisors held 14,761 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 worth $428K as of Q1 2026.
  • Foundations Investment Advisors sold 552 Innovator Equity Defined Protection ETF - 2 Yr to July 2028 shares in Q1 2026, an estimated $16.1K.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2028 made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #763 holding.
  • Foundations Investment Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in Q3 2024 and has held it in 7 quarters since.
  • Foundations Investment Advisors's Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $740K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.