PCA
AJUL

Prosperity Capital Advisors’s Innovator Equity Defined Protection ETF - 2 Yr to July 2028 AJUL Stock Holding History

Prosperity Capital Advisors’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
2024
Q4 		– Sell
-82,014
Closed -$2.21M – 371
2024
Q3 		$2.21M Buy
+82,014
New +$2.16M 0.19% 92

Other funds holding AJUL

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Raymond James Financial
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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
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Prosperity Capital Advisors's AJUL Position: Q4 2024 in Review

Prosperity Capital Advisors sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) in Q4 2024, closing a stake of 82,014 shares — an estimated $2.21M sold.

Prosperity Capital Advisors first reported a position in AJUL in Q3 2024 and held it in 1 quarter. The position peaked at $2.21M in Q3 2024. 47 funds tracked by Wall St. Rank hold AJUL as of Q4 2024.

  • Prosperity Capital Advisors reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position as of Q4 2024 after selling out during the quarter.
  • Prosperity Capital Advisors sold 82,014 Innovator Equity Defined Protection ETF - 2 Yr to July 2028 shares in Q4 2024, an estimated $2.21M.
  • Prosperity Capital Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in Q3 2024 and held it in 1 quarter.
  • Prosperity Capital Advisors's Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $2.21M in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q4 2024.

Based on Prosperity Capital Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.