UBS Group
AJUL

UBS Group’s Innovator Equity Defined Protection ETF - 2 Yr to July 2028 AJUL Stock Holding History

UBS 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
2026
Q2 		– Sell
-854
Closed -$24.8K – 11212
2026
Q1 		$24.8K Buy
854
+279
+49% +$8.13K ﹤0.01% 7798
2025
Q4 		$16.7K Buy
+575
New +$16.6K ﹤0.01% 7908
2025
Q3 		– Sell
-2,270
Closed -$63.4K – 11117
2025
Q2 		$63.4K Buy
2,270
+1,875
+475% +$50.7K ﹤0.01% 7583
2025
Q1 		$10.6K Buy
+395
New +$10.7K ﹤0.01% 8616

Other funds holding AJUL

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
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
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

UBS Group's AJUL Position: Q2 2026 in Review

UBS Group sold out of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) in Q2 2026, closing a stake of 854 shares — an estimated $24.8K sold.

UBS Group first reported a position in AJUL in Q1 2025 and held it in 4 quarters. The position peaked at $63.4K in Q2 2025. 44 funds tracked by Wall St. Rank hold AJUL as of Q2 2026.

  • UBS Group reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 854 Innovator Equity Defined Protection ETF - 2 Yr to July 2028 shares in Q2 2026, an estimated $24.8K.
  • UBS Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in Q1 2025 and held it in 4 quarters.
  • UBS Group's Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $63.4K in Q2 2025.
  • 44 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.