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

Bison 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
2024
Q3 		– Sell
-12,470
Closed -$311K – 420
2024
Q2 		$311K Hold
12,470
– – 0.05% 328
2024
Q1 		$311K Buy
+12,470
New +$307K 0.05% 328

Other funds holding AJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
KAS
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

Bison Wealth's AJAN Position: Q3 2024 in Review

Bison Wealth sold out of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) in Q3 2024, closing a stake of 12,470 shares — an estimated $311K sold.

Bison Wealth first reported a position in AJAN in Q1 2024 and held it in 2 quarters. The position peaked at $311K in Q2 2024. 46 funds tracked by Wall St. Rank hold AJAN as of Q3 2024.

  • Bison Wealth reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position as of Q3 2024 after selling out during the quarter.
  • Bison Wealth sold 12,470 Innovator Equity Defined Protection ETF - 2 Yr to January 2028 shares in Q3 2024, an estimated $311K.
  • Bison Wealth first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in Q1 2024 and held it in 2 quarters.
  • Bison Wealth's Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position peaked at $311K in Q2 2024.
  • 46 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q3 2024.

Based on Bison Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.