WA
AJUL

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

Waverly Advisors’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 		$590K Hold
20,349
– – ﹤0.01% 1006
2025
Q4 		$592K Buy
+20,349
New +$586K ﹤0.01% 945

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

Waverly Advisors's AJUL Position: Q1 2026 in Review

Waverly Advisors held its Innovator Equity Defined Protection ETF - 2 Yr to July 2028 (AJUL) position steady in Q1 2026 at 20,349 shares worth $590K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Waverly Advisors first reported a position in AJUL in Q4 2025 and has held it in 2 quarters since. The position peaked at $592K in Q4 2025. 43 funds tracked by Wall St. Rank hold AJUL as of Q1 2026.

  • Waverly Advisors held 20,349 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2028 worth $590K as of Q1 2026.
  • Waverly Advisors 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 ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1006 holding.
  • Waverly Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to July 2028 in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's Innovator Equity Defined Protection ETF - 2 Yr to July 2028 position peaked at $592K in Q4 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 Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.