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Chicago Partners Investment Group’s Innovator Equity Defined Protection ETF - 2 Yr to January 2028 AJAN Stock Holding History

Chicago Partners Investment Group’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
2025
Q1 		– Sell
-9,239
Closed -$243K – 936
2024
Q4 		$243K Hold
9,239
– – 0.01% 742
2024
Q3 		$241K Hold
9,239
– – 0.01% 698
2024
Q2 		$235K Hold
9,239
– – 0.01% 667
2024
Q1 		$228K Buy
+9,239
New +$227K 0.01% 657

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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
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
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

Chicago Partners Investment Group's AJAN Position: Q1 2025 in Review

Chicago Partners Investment Group sold out of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) in Q1 2025, closing a stake of 9,239 shares — an estimated $243K sold.

Chicago Partners Investment Group first reported a position in AJAN in Q1 2024 and held it in 4 quarters. The position peaked at $243K in Q4 2024. 42 funds tracked by Wall St. Rank hold AJAN as of Q1 2025.

  • Chicago Partners Investment Group reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position as of Q1 2025 after selling out during the quarter.
  • Chicago Partners Investment Group sold 9,239 Innovator Equity Defined Protection ETF - 2 Yr to January 2028 shares in Q1 2025, an estimated $243K.
  • Chicago Partners Investment Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in Q1 2024 and held it in 4 quarters.
  • Chicago Partners Investment Group's Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position peaked at $243K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q1 2025.

Based on Chicago Partners Investment Group's 13F filing for Q1 2025, filed 9 May 2025.