Vantage Financial Partners (Wisconsin)’s Innovator Equity Defined Protection ETF - 2 Yr to July 2028 AJUL Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025 Q4	$391K	Hold	13,458	–	–	0.08%	137
2025 Q3	$385K	Hold	13,458	–	–	0.08%	137
2025 Q2	$376K	Hold	13,458	–	–	0.09%	129
2025 Q1	$360K	Hold	13,458	–	–	0.09%	124
2024 Q4	$364K	Hold	13,458	–	–	0.09%	120
2024 Q3	$362K	Buy	+13,458	New	+$354K	0.09%	123

Other funds holding AJUL

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

Vantage Financial Partners (Wisconsin)'s AJUL Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) held its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) position steady in Q4 2025 at 13,458 shares worth $391K. The position accounts for 0.08% of the portfolio, ranked #137.

Vantage Financial Partners (Wisconsin) first reported a position in AJUL in Q3 2024 and has held it in 6 quarters since. 46 funds tracked by Wall St. Rank hold AJUL as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 13,458 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 worth $391K as of Q4 2025.
Vantage Financial Partners (Wisconsin) left its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 share count unchanged in Q4 2025.
Innovator Equity Defined Protection ETF - 2 Yr to July 2028 made up 0.08% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #137 holding.
Vantage Financial Partners (Wisconsin) first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in Q3 2024 and has held it in 6 quarters since.
46 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to July 2028 as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.