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 Q2	$168K	Buy	5,931 +953	+19%	+$26.9K	﹤0.01%	1769
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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AE Wealth Management's AJAN Position: Q2 2026 in Review

AE Wealth Management increased its Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) stake by 19% in Q2 2026, buying an estimated $26.9K and bringing the position to 5,931 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #1769.

AE Wealth Management first reported a position in AJAN in Q4 2024 and has held it in 7 quarters since. 43 funds tracked by Wall St. Rank hold AJAN as of Q2 2026.

AE Wealth Management held 5,931 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $168K as of Q2 2026.
AE Wealth Management bought 953 Innovator Equity Defined Protection ETF - 2 Yr to January 2028 shares in Q2 2026, an estimated $26.9K.
Innovator Equity Defined Protection ETF - 2 Yr to January 2028 made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1769 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 7 quarters since.
43 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.