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 Q2	$250K	Hold	8,307	–	–	0.02%	447
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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 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

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

Tradition Wealth Management held its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) position steady in Q2 2026 at 8,307 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #447.

Tradition Wealth Management first reported a position in AJUL in Q3 2024 and has held it in 8 quarters since. The position peaked at $385K in Q4 2024. 44 funds tracked by Wall St. Rank hold AJUL as of Q2 2026.

Tradition Wealth Management held 8,307 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 worth $250K as of Q2 2026.
Tradition 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 0.02% of Tradition Wealth Management's portfolio in Q2 2026, its #447 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 8 quarters since.
Tradition Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $385K in Q4 2024.
44 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.