LWMI
AJUL

Legacy Wealth Management (Idaho)’s Innovator Equity Defined Protection ETF - 2 Yr to July 2028 AJUL Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		– Sell
-2,897
Closed -$77.5K – 878
2025
Q1 		$77.5K Sell
2,897
-9,176
-76% -$248K 0.05% 115
2024
Q4 		$329K Hold
12,073
– – 0.21% 55
2024
Q3 		$326K Buy
+12,073
New +$317K 0.19% 48

Other funds holding AJUL

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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s AJUL Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) in Q2 2025, closing a stake of 2,897 shares — an estimated $77.5K sold.

Legacy Wealth Management (Idaho) first reported a position in AJUL in Q3 2024 and held it in 3 quarters. The position peaked at $329K in Q4 2024. 42 funds tracked by Wall St. Rank hold AJUL as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 2,897 Innovator Equity Defined Protection ETF - 2 Yr to July 2028 shares in Q2 2025, an estimated $77.5K.
  • Legacy Wealth Management (Idaho) first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in Q3 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $329K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.