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

BIP Wealth’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
Q1 		– Sell
-46,479
Closed -$1.29M – 456
2025
Q4 		$1.29M Buy
+46,479
New +$1.29M 0.05% 184

Other funds holding AJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BIP Wealth's AJAN Position: Q1 2026 in Review

BIP Wealth sold out of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) in Q1 2026, closing a stake of 46,479 shares — an estimated $1.29M sold.

BIP Wealth first reported a position in AJAN in Q4 2025 and held it in 1 quarter. The position peaked at $1.29M in Q4 2025. 40 funds tracked by Wall St. Rank hold AJAN as of Q1 2026.

  • BIP Wealth reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position as of Q1 2026 after selling out during the quarter.
  • BIP Wealth sold 46,479 Innovator Equity Defined Protection ETF - 2 Yr to January 2028 shares in Q1 2026, an estimated $1.29M.
  • BIP Wealth first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in Q4 2025 and held it in 1 quarter.
  • BIP Wealth's Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position peaked at $1.29M in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.