Bernard Wealth Management’s Innovator Equity Defined Protection ETF 2 Yr to January 2026 AJAN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$649K	Sell	24,044 -2,220	-8%	-$60K	0.3%	37
2025 Q1	$691K	Sell	26,264 -1,289	-5%	-$33.9K	0.34%	37
2024 Q4	$723K	Buy	+27,553	New	+$723K	0.34%	37