GM
AJUL

GeoWealth Management’s Innovator Equity Defined Protection ETF - 2 Yr to July 2028 AJUL Stock Holding History

GeoWealth Management’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
-9,683
Closed -$270K – 1267
2025
Q2 		$270K Buy
+9,683
New +$262K 0.01% 571

Other funds holding AJUL

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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
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

GeoWealth Management's AJUL Position: Q3 2025 in Review

GeoWealth Management sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) in Q3 2025, closing a stake of 9,683 shares — an estimated $270K sold.

GeoWealth Management first reported a position in AJUL in Q2 2025 and held it in 1 quarter. The position peaked at $270K in Q2 2025. 44 funds tracked by Wall St. Rank hold AJUL as of Q3 2025.

  • GeoWealth Management reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 9,683 Innovator Equity Defined Protection ETF - 2 Yr to July 2028 shares in Q3 2025, an estimated $270K.
  • GeoWealth Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in Q2 2025 and held it in 1 quarter.
  • GeoWealth Management's Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $270K 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 GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.