SWM
AJUL

Spire Wealth Management’s Innovator Equity Defined Protection ETF - 2 Yr to July 2028 AJUL Stock Holding History

Spire Wealth Management’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 		$28.9K Hold
962
– – ﹤0.01% 1324
2026
Q1 		$27.9K Hold
962
– – ﹤0.01% 1324
2025
Q4 		$28K Hold
962
– – ﹤0.01% 1358
2025
Q3 		$27.5K Hold
962
– – ﹤0.01% 1417
2025
Q2 		$26.9K Hold
962
– – ﹤0.01% 1407
2025
Q1 		$25.7K Hold
962
– – ﹤0.01% 1514
2024
Q4 		$26K Buy
+962
New +$25.9K ﹤0.01% 1532

Other funds holding AJUL

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
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
BCA
Bay Capital Advisors Virginia Beach, Virginia $187M AUM 25.62% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Spire Wealth Management's AJUL Position: Q2 2026 in Review

Spire Wealth Management held its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) position steady in Q2 2026 at 962 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Spire Wealth Management first reported a position in AJUL in Q4 2024 and has held it in 7 quarters since. 13 funds tracked by Wall St. Rank hold AJUL as of Q2 2026.

  • Spire Wealth Management held 962 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 worth $28.9K as of Q2 2026.
  • Spire Wealth Management left its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 share count unchanged in Q2 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2028 made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1324 holding.
  • Spire Wealth Management 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.
  • 13 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.