Advisornet Financial’s Innovator Equity Defined Protection ETF - 2 Yr to January 2028 AJAN Stock Holding History

Advisornet Financial’s Portfolio AJAN Stock Details AJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-100	Closed	-$2.75K	–	2236
2025 Q3	$2.75K	Hold	100	–	–	﹤0.01%	1806
2025 Q2	$2.7K	Hold	100	–	–	﹤0.01%	1783
2025 Q1	$2.63K	Hold	100	–	–	﹤0.01%	1734
2024 Q4	$2.63K	Hold	100	–	–	﹤0.01%	1577
2024 Q3	$2.61K	Hold	100	–	–	﹤0.01%	1707
2024 Q2	$2.53K	Buy	+100	New	+$2.49K	﹤0.01%	1586

Other funds holding AJAN

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LSPW

Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Advisornet Financial's AJAN Position: Q4 2025 in Review

Advisornet Financial sold out of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) in Q4 2025, closing a stake of 100 shares — an estimated $2.75K sold.

Advisornet Financial first reported a position in AJAN in Q2 2024 and held it in 6 quarters. The position peaked at $2.75K in Q3 2025. 38 funds tracked by Wall St. Rank hold AJAN as of Q4 2025.

Advisornet Financial reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position as of Q4 2025 after selling out during the quarter.
Advisornet Financial sold 100 Innovator Equity Defined Protection ETF - 2 Yr to January 2028 shares in Q4 2025, an estimated $2.75K.
Advisornet Financial first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in Q2 2024 and held it in 6 quarters.
Advisornet Financial's Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position peaked at $2.75K in Q3 2025.
38 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q4 2025.

Based on Advisornet Financial's 13F filing for Q4 2025, filed 20 Jan 2026.