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 Q2	$426K	Sell	14,158 -603	-4%	-$18K	﹤0.01%	828
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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 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: Q2 2026 in Review

Foundations Investment Advisors reduced its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) stake by 4.1% in Q2 2026, selling an estimated $18K and leaving 14,158 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Foundations Investment Advisors first reported a position in AJUL in Q3 2024 and has held it in 8 quarters since. The position peaked at $740K in Q2 2025. 44 funds tracked by Wall St. Rank hold AJUL as of Q2 2026.

Foundations Investment Advisors held 14,158 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 worth $426K as of Q2 2026.
Foundations Investment Advisors sold 603 Innovator Equity Defined Protection ETF - 2 Yr to July 2028 shares in Q2 2026, an estimated $18K.
Innovator Equity Defined Protection ETF - 2 Yr to July 2028 made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #828 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 8 quarters since.
Foundations Investment Advisors's Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $740K in Q2 2025.
44 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.