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

Atticus 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
2025
Q3 		– Sell
-2,034
Closed -$54.9K – 212
2025
Q2 		$54.9K Hold
2,034
– – 0.01% 306
2025
Q1 		$53.5K Hold
2,034
– – 0.02% 227
2024
Q4 		$53.4K Hold
2,034
– – 0.02% 236
2024
Q3 		$53.1K Hold
2,034
– – 0.02% 239
2024
Q2 		$51.4K Hold
2,034
– – 0.02% 232
2024
Q1 		$50.6K Buy
+2,034
New +$50.1K 0.02% 236

Other funds holding AJAN

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LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Atticus Wealth Management's AJAN Position: Q3 2025 in Review

Atticus Wealth Management sold out of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) in Q3 2025, closing a stake of 2,034 shares — an estimated $54.9K sold.

Atticus Wealth Management first reported a position in AJAN in Q1 2024 and held it in 6 quarters. The position peaked at $54.9K in Q2 2025. 42 funds tracked by Wall St. Rank hold AJAN as of Q3 2025.

  • Atticus Wealth Management reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 2,034 Innovator Equity Defined Protection ETF - 2 Yr to January 2028 shares in Q3 2025, an estimated $54.9K.
  • Atticus Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in Q1 2024 and held it in 6 quarters.
  • Atticus Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position peaked at $54.9K in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.