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
2025
Q4 		$56K Buy
+1,926
New +$55.4K ﹤0.01% 1028

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

SageView Advisory Group's AJUL Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) in Q4 2025: 1,926 shares worth $56K. The stake represents ﹤0.01% of the portfolio and ranks #1028 among its holdings.

46 funds tracked by Wall St. Rank hold AJUL as of Q4 2025.

  • SageView Advisory Group held 1,926 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 worth $56K as of Q4 2025.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2028 was a new SageView Advisory Group position in Q4 2025.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2028 made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1028 holding.
  • 46 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.