MTM Financial Group’s Innovator Equity Defined Protection ETF - 2 Yr to July 2028 AJUL Stock Holding History

MTM Financial Group’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	$674K	Sell	22,405 -257	-1%	-$7.66K	0.29%	49
2026 Q1	$657K	Sell	22,662 -1,551	-6%	-$45.2K	0.31%	46
2025 Q4	$704K	Sell	24,213 -944	-4%	-$27.2K	0.34%	45
2025 Q3	$720K	Sell	25,157 -783	-3%	-$22.1K	0.35%	46
2025 Q2	$724K	Hold	25,940	–	–	0.39%	44
2025 Q1	$694K	Buy	25,940 +35	+0.1%	+$948	0.41%	42
2024 Q4	$700K	Buy	25,905 +1,579	+6%	+$42.6K	0.42%	41
2024 Q3	$655K	Buy	+24,326	New	+$639K	0.4%	39

Other funds holding AJUL

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

SPWG

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

MTM Financial Group's AJUL Position: Q2 2026 in Review

MTM Financial Group reduced its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) stake by 1.1% in Q2 2026, selling an estimated $7.66K and leaving 22,405 shares worth $674K. The position accounts for 0.29% of the portfolio, ranked #49.

MTM Financial Group first reported a position in AJUL in Q3 2024 and has held it in 8 quarters since. The position peaked at $724K in Q2 2025. 44 funds tracked by Wall St. Rank hold AJUL as of Q2 2026.

MTM Financial Group held 22,405 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 worth $674K as of Q2 2026.
MTM Financial Group sold 257 Innovator Equity Defined Protection ETF - 2 Yr to July 2028 shares in Q2 2026, an estimated $7.66K.
Innovator Equity Defined Protection ETF - 2 Yr to July 2028 made up 0.29% of MTM Financial Group's portfolio in Q2 2026, its #49 holding.
MTM Financial Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in Q3 2024 and has held it in 8 quarters since.
MTM Financial Group's Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $724K in Q2 2025.
44 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q2 2026.

Based on MTM Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.