TWM
AJUL

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

Tradition 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
Q1 		$241K Hold
8,307
– – 0.02% 431
2025
Q4 		$241K Sell
8,307
-758
-8% -$21.8K 0.02% 425
2025
Q3 		$259K Sell
9,065
-760
-8% -$21.5K 0.02% 406
2025
Q2 		$274K Sell
9,825
-2,575
-21% -$69.7K 0.02% 373
2025
Q1 		$332K Sell
12,400
-1,862
-13% -$50.4K 0.03% 319
2024
Q4 		$385K Hold
14,262
– – 0.03% 288
2024
Q3 		$384K Buy
+14,262
New +$375K 0.03% 281

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
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 $213M AUM 10.14% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Tradition Wealth Management's AJUL Position: Q1 2026 in Review

Tradition Wealth Management held its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) position steady in Q1 2026 at 8,307 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #431.

Tradition Wealth Management first reported a position in AJUL in Q3 2024 and has held it in 7 quarters since. The position peaked at $385K in Q4 2024. 43 funds tracked by Wall St. Rank hold AJUL as of Q1 2026.

  • Tradition Wealth Management held 8,307 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 worth $241K as of Q1 2026.
  • Tradition Wealth Management 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 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #431 holding.
  • Tradition Wealth Management 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.
  • Tradition Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $385K 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 Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.