SAG
AJUL

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

SageView Advisory 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
Q1 		– Sell
-1,926
Closed -$56K – 2531
2025
Q4 		$56K Buy
+1,926
New +$55.4K ﹤0.01% 1028

Other funds holding AJUL

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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
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
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

SageView Advisory Group's AJUL Position: Q1 2026 in Review

SageView Advisory Group sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) in Q1 2026, closing a stake of 1,926 shares — an estimated $56K sold.

SageView Advisory Group first reported a position in AJUL in Q4 2025 and held it in 1 quarter. The position peaked at $56K in Q4 2025. 43 funds tracked by Wall St. Rank hold AJUL as of Q1 2026.

  • SageView Advisory Group reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,926 Innovator Equity Defined Protection ETF - 2 Yr to July 2028 shares in Q1 2026, an estimated $56K.
  • SageView Advisory Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $56K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.