Osaic Holdings
AJUL

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

Osaic Holdings’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 		$102K Buy
3,390
+1,140
+51% +$34K ﹤0.01% 4930
2026
Q1 		$65.2K Sell
2,250
-1,150
-34% -$33.5K ﹤0.01% 5017
2025
Q4 		$98.8K Hold
3,400
– – ﹤0.01% 4716
2025
Q3 		$97K Sell
3,400
-2,650
-44% -$74.9K ﹤0.01% 4816
2025
Q2 		$169K Buy
6,050
+1,460
+32% +$39.5K ﹤0.01% 4080
2025
Q1 		$123K Buy
4,590
+3,690
+410% +$99.9K ﹤0.01% 4025
2024
Q4 		$24.3K Buy
+900
New +$24.3K ﹤0.01% 5210

Other funds holding AJUL

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
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
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
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Osaic Holdings's AJUL Position: Q2 2026 in Review

Osaic Holdings increased its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) stake by 51% in Q2 2026, buying an estimated $34K and bringing the position to 3,390 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #4930.

Osaic Holdings first reported a position in AJUL in Q4 2024 and has held it in 7 quarters since. The position peaked at $169K in Q2 2025. 44 funds tracked by Wall St. Rank hold AJUL as of Q2 2026.

  • Osaic Holdings held 3,390 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 worth $102K as of Q2 2026.
  • Osaic Holdings bought 1,140 Innovator Equity Defined Protection ETF - 2 Yr to July 2028 shares in Q2 2026, an estimated $34K.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2028 made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4930 holding.
  • Osaic Holdings first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in Q4 2024 and has held it in 7 quarters since.
  • Osaic Holdings's Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $169K 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 Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.