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

Commonwealth Equity Services’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	$2.14M	Buy	77,590 +3,361	+5%	+$93.8K	﹤0.01%	1949
2025 Q4	$2.07M	Sell	74,229 -543	-0.7%	-$15K	﹤0.01%	1959
2025 Q3	$2.06M	Sell	74,772 -58,373	-44%	-$1.59M	﹤0.01%	1969
2025 Q2	$3.6M	Sell	133,145 -670	-0.5%	-$17.7K	﹤0.01%	1564
2025 Q1	$3.52M	Buy	133,815 +4,777	+4%	+$126K	0.01%	1523
2024 Q4	$3.39M	Sell	129,038 -6,217	-5%	-$163K	0.01%	1500
2024 Q3	$3.53M	Sell	135,255 -39	-0%	-$1K	0.01%	1466
2024 Q2	$3.42M	Sell	135,294 -3,090	-2%	-$77K	0.01%	1434
2024 Q1	$3.45M	Buy	+138,384	New	+$3.41M	0.01%	1407

Other funds holding AJAN

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BWM

Bernard Wealth Management Royal Oak, Michigan $234M AUM 27.82% 1-Year Est. Return

Commonwealth Equity Services's AJAN Position: Q1 2026 in Review

Commonwealth Equity Services increased its Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) stake by 4.5% in Q1 2026, buying an estimated $93.8K and bringing the position to 77,590 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

Commonwealth Equity Services first reported a position in AJAN in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.6M in Q2 2025. 40 funds tracked by Wall St. Rank hold AJAN as of Q1 2026.

Commonwealth Equity Services held 77,590 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $2.14M as of Q1 2026.
Commonwealth Equity Services bought 3,361 Innovator Equity Defined Protection ETF - 2 Yr to January 2028 shares in Q1 2026, an estimated $93.8K.
Innovator Equity Defined Protection ETF - 2 Yr to January 2028 made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1949 holding.
Commonwealth Equity Services first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in Q1 2024 and has held it in 9 quarters since.
Commonwealth Equity Services's Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position peaked at $3.6M in Q2 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 Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.