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

Benson 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 		$44.8K Hold
1,579
– – 0.05% 108
2026
Q1 		$43.6K Sell
1,579
-47
-3% -$1.31K 0.06% 99
2025
Q4 		$45.3K Buy
+1,626
New +$45K 0.05% 95

Other funds holding AJAN

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MML Investors Services
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Benson Wealth Management held its Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) position steady in Q2 2026 at 1,579 shares worth $44.8K. The position accounts for 0.05% of the portfolio, ranked #108.

Benson Wealth Management first reported a position in AJAN in Q4 2025 and has held it in 3 quarters since. The position peaked at $45.3K in Q4 2025. 43 funds tracked by Wall St. Rank hold AJAN as of Q2 2026.

  • Benson Wealth Management held 1,579 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $44.8K as of Q2 2026.
  • Benson Wealth Management left its Innovator Equity Defined Protection ETF - 2 Yr to January 2028 share count unchanged in Q2 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2028 made up 0.05% of Benson Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Benson Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in Q4 2025 and has held it in 3 quarters since.
  • Benson Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position peaked at $45.3K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.