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

KFG Wealth 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
2026 Q2	$315K	Sell	10,471 -946	-8%	-$28.2K	0.04%	179
2026 Q1	$331K	Hold	11,417	–	–	0.04%	164
2025 Q4	$332K	Hold	11,417	–	–	0.04%	163
2025 Q3	$327K	Hold	11,417	–	–	0.05%	160
2025 Q2	$319K	Hold	11,417	–	–	0.05%	159
2025 Q1	$305K	Hold	11,417	–	–	0.06%	152
2024 Q4	$308K	Buy	+11,417	New	+$308K	0.06%	142

Other funds holding AJUL

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

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

BCA

Bay Capital Advisors Virginia Beach, Virginia $187M AUM 25.62% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

KFG Wealth Management's AJUL Position: Q2 2026 in Review

KFG Wealth Management reduced its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) stake by 8.3% in Q2 2026, selling an estimated $28.2K and leaving 10,471 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #179.

KFG Wealth Management first reported a position in AJUL in Q4 2024 and has held it in 7 quarters since. The position peaked at $332K in Q4 2025. 13 funds tracked by Wall St. Rank hold AJUL as of Q2 2026.

KFG Wealth Management held 10,471 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 worth $315K as of Q2 2026.
KFG Wealth Management sold 946 Innovator Equity Defined Protection ETF - 2 Yr to July 2028 shares in Q2 2026, an estimated $28.2K.
Innovator Equity Defined Protection ETF - 2 Yr to July 2028 made up 0.04% of KFG Wealth Management's portfolio in Q2 2026, its #179 holding.
KFG Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in Q4 2024 and has held it in 7 quarters since.
KFG Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $332K in Q4 2025.
13 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.