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

Maia Wealth’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	$548K	Sell	18,140 -731	-4%	-$22.1K	0.08%	200
2026 Q2	$568K	Sell	18,871 -349	-2%	-$10.4K	0.08%	207
2026 Q1	$557K	Buy	19,220 +13	+0.1%	+$379	0.09%	204
2025 Q4	$560K	Sell	19,207 -60	-0.3%	-$1.73K	0.1%	203
2025 Q3	$554K	Sell	19,267 -2,801	-13%	-$79.2K	0.09%	195
2025 Q2	$616K	Sell	22,068 -1,261	-5%	-$34.1K	0.12%	173
2025 Q1	$619K	Sell	23,329 -493	-2%	-$13.3K	0.14%	156
2024 Q4	$647K	Sell	23,822 -2,677	-10%	-$72.2K	0.14%	141
2024 Q3	$711K	Buy	+26,499	New	+$696K	0.18%	117

Other funds holding AJUL

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

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

Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Selby Wealth Management Emeryville, California $284M AUM 6.12% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Maia Wealth's AJUL Position: Q3 2026 in Review

Maia Wealth reduced its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) stake by 3.9% in Q3 2026, selling an estimated $22.1K and leaving 18,140 shares worth $548K. The position accounts for 0.08% of the portfolio, ranked #200.

Maia Wealth first reported a position in AJUL in Q3 2024 and has held it in 9 quarters since. The position peaked at $711K in Q3 2024. 23 funds tracked by Wall St. Rank hold AJUL as of Q3 2026.

Maia Wealth held 18,140 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 worth $548K as of Q3 2026.
Maia Wealth sold 731 Innovator Equity Defined Protection ETF - 2 Yr to July 2028 shares in Q3 2026, an estimated $22.1K.
Innovator Equity Defined Protection ETF - 2 Yr to July 2028 made up 0.08% of Maia Wealth's portfolio in Q3 2026, its #200 holding.
Maia Wealth 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.
Maia Wealth's Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $711K in Q3 2024.
23 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.