Kestra Advisory Services’s Innovator Equity Defined Protection ETF - 2 Yr to July 2028 AJUL Stock Holding History

Kestra Advisory Services’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 Q3	$692K	Sell	22,890 -21,235	-48%	-$642K	﹤0.01%	2220
2026 Q2	$1.33M	Sell	44,125 -12,161	-22%	-$362K	﹤0.01%	1629
2026 Q1	$1.63M	Sell	56,286 -589	-1%	-$17.2K	0.01%	1428
2025 Q4	$1.65M	Sell	56,875 -224	-0.4%	-$6.45K	0.01%	1330
2025 Q3	$1.63M	Sell	57,099 -81	-0.1%	-$2.29K	0.01%	1270
2025 Q2	$1.6M	Hold	57,180	–	–	0.01%	1200
2025 Q1	$1.53M	Sell	57,180 -742	-1%	-$20.1K	0.01%	1121
2024 Q4	$1.56M	Hold	57,922	–	–	0.01%	1136
2024 Q3	$1.56M	Buy	+57,922	New	+$1.52M	0.01%	1085

Other funds holding AJUL

Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return

Atlantic Private Wealth Chapel Hill, North Carolina $169M AUM 13.26% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return

Kestra Advisory Services's AJUL Position: Q3 2026 in Review

Kestra Advisory Services reduced its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) stake by 48% in Q3 2026, selling an estimated $642K and leaving 22,890 shares worth $692K. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

Kestra Advisory Services first reported a position in AJUL in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.65M in Q4 2025. 48 funds tracked by Wall St. Rank hold AJUL as of Q3 2026.

Kestra Advisory Services held 22,890 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 worth $692K as of Q3 2026.
Kestra Advisory Services sold 21,235 Innovator Equity Defined Protection ETF - 2 Yr to July 2028 shares in Q3 2026, an estimated $642K.
Innovator Equity Defined Protection ETF - 2 Yr to July 2028 made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2220 holding.
Kestra Advisory Services first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in Q3 2024 and has held it in 9 quarters since.
Kestra Advisory Services's Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $1.65M in Q4 2025.
48 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.