Back to WA Waverly Advisors, LLC

AJAJUL
3 quarters

Position history for WAWaverly Advisors, LLC's holdings in Equity Defined Protection ETF

Yes. Waverly Advisors holds 20,349 shares of AJUL (Equity Defined Protection ETF), worth $612,098, as of its Q2 2026 13F filing. The share count is unchanged from Q1 2026. Waverly Advisors has held AJUL since Q4 2025, across 3 quarterly 13F filings.

Current Value

$612,098

Current Shares

20,349

Total Value Change

+$20,559

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
20,349
0.0%
$612,0980.0%$30.08
0
2026-Q1
Unchanged
20,349
0.0%
$590,0440.0%$29.00
0
2025-Q4
New
20,349
-
$591,5390.0%$29.07
34

Other major holders of AJUL: HighTower Advisors, LLC

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