PS
AJUL

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

Principal Securities’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
Q4 		– Sell
-1,750
Closed -$50.1K – 3626
2025
Q3 		$50.1K Hold
1,750
– – ﹤0.01% 1942
2025
Q2 		$48.8K Hold
1,750
– – ﹤0.01% 1890
2025
Q1 		$47.3K Hold
1,750
– – ﹤0.01% 1778
2024
Q4 		$47.3K Sell
1,750
-1,750
-50% -$47.2K ﹤0.01% 1777
2024
Q3 		$94.3K Buy
+3,500
New +$92K ﹤0.01% 1425

Other funds holding AJUL

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return

Principal Securities's AJUL Position: Q4 2025 in Review

Principal Securities sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) in Q4 2025, closing a stake of 1,750 shares — an estimated $50.1K sold.

Principal Securities first reported a position in AJUL in Q3 2024 and held it in 5 quarters. The position peaked at $94.3K in Q3 2024. 46 funds tracked by Wall St. Rank hold AJUL as of Q4 2025.

  • Principal Securities reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,750 Innovator Equity Defined Protection ETF - 2 Yr to July 2028 shares in Q4 2025, an estimated $50.1K.
  • Principal Securities first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in Q3 2024 and held it in 5 quarters.
  • Principal Securities's Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $94.3K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.