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

Legacy CG’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 		$16.8M Buy
+554,435
New +$16.8M 4.22% 6

Other funds holding AJUL

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Lifestyle Asset Management
Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Cypress Wealth Services
Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Selby Wealth Management
Selby Wealth Management Emeryville, California $284M AUM 6.12% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Maia Wealth
Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Legacy CG's AJUL Position: Q3 2026 in Review

Legacy CG opened a new position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) in Q3 2026: 554,435 shares worth $16.8M. The stake represents 4.22% of the portfolio and ranks #6 among its holdings.

23 funds tracked by Wall St. Rank hold AJUL as of Q3 2026.

  • Legacy CG held 554,435 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 worth $16.8M as of Q3 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2028 was a new Legacy CG position in Q3 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2028 made up 4.22% of Legacy CG's portfolio in Q3 2026, its #6 holding.
  • 23 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q3 2026.

Based on Legacy CG's 13F filing for Q3 2026, filed 30 Oct 2026.