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

Aspire 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
2024
Q3 		$162K Buy
+6,196
New +$159K 0.09% 102

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Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
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Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Aspire Wealth Management's AJAN Position: Q3 2024 in Review

Aspire Wealth Management opened a new position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) in Q3 2024: 6,196 shares worth $162K. The stake represents 0.09% of the portfolio and ranks #102 among its holdings.

46 funds tracked by Wall St. Rank hold AJAN as of Q3 2024.

  • Aspire Wealth Management held 6,196 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $162K as of Q3 2024.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2028 was a new Aspire Wealth Management position in Q3 2024.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2028 made up 0.09% of Aspire Wealth Management's portfolio in Q3 2024, its #102 holding.
  • 46 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.