SPIA
AJUL

Steward Partners Investment Advisory’s Innovator Equity Defined Protection ETF - 2 Yr to July 2028 AJUL Stock Holding History

Steward Partners Investment Advisory’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 		$33.3K Hold
1,150
– – ﹤0.01% 2991
2025
Q4 		$33.4K Buy
1,150
+383
+50% +$11K ﹤0.01% 2894
2025
Q3 		$22K Hold
767
– – ﹤0.01% 3052
2025
Q2 		$21.4K Sell
767
-1,149
-60% -$31.1K ﹤0.01% 2893
2025
Q1 		$51.2K Hold
1,916
– – ﹤0.01% 2375
2024
Q4 		$51.8K Hold
1,916
– – ﹤0.01% 2320
2024
Q3 		$51.6K Buy
+1,916
New +$50.4K ﹤0.01% 2222

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 $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 $6.3B AUM 14.68% 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 $233M AUM 14.67% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Steward Partners Investment Advisory's AJUL Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) position steady in Q1 2026 at 1,150 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2991.

Steward Partners Investment Advisory first reported a position in AJUL in Q3 2024 and has held it in 7 quarters since. The position peaked at $51.8K in Q4 2024. 43 funds tracked by Wall St. Rank hold AJUL as of Q1 2026.

  • Steward Partners Investment Advisory held 1,150 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 worth $33.3K as of Q1 2026.
  • Steward Partners Investment Advisory left its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 share count unchanged in Q1 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2028 made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2991 holding.
  • Steward Partners Investment Advisory first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in Q3 2024 and has held it in 7 quarters since.
  • Steward Partners Investment Advisory's Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $51.8K in Q4 2024.
  • 43 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.