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

Heck Capital 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
2025 Q1	–	Sell	-9,670	Closed	-$261K	–	818
2024 Q4	$261K	Buy	+9,670	New	+$261K	0.01%	241

Other funds holding AJUL

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

KAS

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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 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 $6.31B AUM 20.77% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

Heck Capital Advisors's AJUL Position: Q1 2025 in Review

Heck Capital Advisors sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) in Q1 2025, closing a stake of 9,670 shares — an estimated $261K sold.

Heck Capital Advisors first reported a position in AJUL in Q4 2024 and held it in 1 quarter. The position peaked at $261K in Q4 2024. 42 funds tracked by Wall St. Rank hold AJUL as of Q1 2025.

Heck Capital Advisors reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 9,670 Innovator Equity Defined Protection ETF - 2 Yr to July 2028 shares in Q1 2025, an estimated $261K.
Heck Capital Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $261K in Q4 2024.
42 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.