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AJUL

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

Legacy Investment Solutions’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
2024
Q4 		$329K Hold
12,073
– – 0.21% 55
2024
Q3 		$326K Buy
+12,073
New +$317K 0.19% 48

Other funds holding AJUL

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Legacy Investment Solutions's AJUL Position: Q4 2024 in Review

Legacy Investment Solutions held its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) position steady in Q4 2024 at 12,073 shares worth $329K. The position accounts for 0.21% of the portfolio, ranked #55.

Legacy Investment Solutions first reported a position in AJUL in Q3 2024 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold AJUL as of Q4 2024.

  • Legacy Investment Solutions held 12,073 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 worth $329K as of Q4 2024.
  • Legacy Investment Solutions left its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 share count unchanged in Q4 2024.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2028 made up 0.21% of Legacy Investment Solutions's portfolio in Q4 2024, its #55 holding.
  • Legacy Investment Solutions first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in Q3 2024 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.