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BridgePort Financial Solutions’s Innovator Equity Defined Protection ETF - 2 Yr to January 2028 AJAN Stock Holding History

BridgePort Financial Solutions’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 		– Sell
-11,309
Closed -$313K – 241
2026
Q1 		$313K Buy
11,309
+919
+9% +$25.6K 0.09% 171
2025
Q4 		$289K Hold
10,390
– – 0.08% 190
2025
Q3 		$286K Buy
+10,390
New +$283K 0.08% 184

Other funds holding AJAN

KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BridgePort Financial Solutions's AJAN Position: Q2 2026 in Review

BridgePort Financial Solutions sold out of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) in Q2 2026, closing a stake of 11,309 shares — an estimated $313K sold.

BridgePort Financial Solutions first reported a position in AJAN in Q3 2025 and held it in 3 quarters. The position peaked at $313K in Q1 2026. 9 funds tracked by Wall St. Rank hold AJAN as of Q2 2026.

  • BridgePort Financial Solutions reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position as of Q2 2026 after selling out during the quarter.
  • BridgePort Financial Solutions sold 11,309 Innovator Equity Defined Protection ETF - 2 Yr to January 2028 shares in Q2 2026, an estimated $313K.
  • BridgePort Financial Solutions first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in Q3 2025 and held it in 3 quarters.
  • BridgePort Financial Solutions's Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position peaked at $313K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.