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
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 $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

UBS Group's AJUL Position: Q1 2026 in Review

UBS Group increased its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) stake by 49% in Q1 2026, buying an estimated $8.13K and bringing the position to 854 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #7798.

UBS Group first reported a position in AJUL in Q1 2025 and has held it in 4 quarters since. The position peaked at $63.4K in Q2 2025. 43 funds tracked by Wall St. Rank hold AJUL as of Q1 2026.

  • UBS Group held 854 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 worth $24.8K as of Q1 2026.
  • UBS Group bought 279 Innovator Equity Defined Protection ETF - 2 Yr to July 2028 shares in Q1 2026, an estimated $8.13K.
  • Innovator Equity Defined Protection ETF - 2 Yr to July 2028 made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7798 holding.
  • UBS Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in Q1 2025 and has held it in 4 quarters since.
  • UBS Group's Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $63.4K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.