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

Bullock 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	$241K	Hold	8,492	–	–	0.1%	159
2026 Q1	$235K	Hold	8,492	–	–	0.12%	150
2025 Q4	$237K	Hold	8,492	–	–	0.12%	149
2025 Q3	$234K	Buy	+8,492	New	+$232K	0.12%	143

Other funds holding AJAN

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Bullock Wealth Management held its Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) position steady in Q2 2026 at 8,492 shares worth $241K. The position accounts for 0.1% of the portfolio, ranked #159.

Bullock Wealth Management first reported a position in AJAN in Q3 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold AJAN as of Q2 2026.

Bullock Wealth Management held 8,492 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $241K as of Q2 2026.
Bullock 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 0.1% of Bullock Wealth Management's portfolio in Q2 2026, its #159 holding.
Bullock Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in Q3 2025 and has held it in 4 quarters since.
43 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.