AWM
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AE Wealth Management’s Innovator Equity Defined Protection ETF - 2 Yr to January 2028 AJAN Stock Holding History

AE Wealth Management’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
2026
Q1 		$138K Buy
4,978
+415
+9% +$11.6K ﹤0.01% 1705
2025
Q4 		$127K Hold
4,563
– – ﹤0.01% 1629
2025
Q3 		$125K Hold
4,563
– – ﹤0.01% 1503
2025
Q2 		$123K Sell
4,563
-1,200
-21% -$31.8K ﹤0.01% 1429
2025
Q1 		$152K Hold
5,763
– – ﹤0.01% 1343
2024
Q4 		$151K Buy
+5,763
New +$151K ﹤0.01% 1335

Other funds holding AJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AE Wealth Management's AJAN Position: Q1 2026 in Review

AE Wealth Management increased its Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) stake by 9.1% in Q1 2026, buying an estimated $11.6K and bringing the position to 4,978 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

AE Wealth Management first reported a position in AJAN in Q4 2024 and has held it in 6 quarters since. The position peaked at $152K in Q1 2025. 40 funds tracked by Wall St. Rank hold AJAN as of Q1 2026.

  • AE Wealth Management held 4,978 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $138K as of Q1 2026.
  • AE Wealth Management bought 415 Innovator Equity Defined Protection ETF - 2 Yr to January 2028 shares in Q1 2026, an estimated $11.6K.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2028 made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1705 holding.
  • AE Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in Q4 2024 and has held it in 6 quarters since.
  • AE Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position peaked at $152K in Q1 2025.
  • 40 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.