Envestnet Asset Management
AJAN icon

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

Envestnet Asset 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
Q1 		$449K Buy
16,241
+120
+0.7% +$3.35K ﹤0.01% 4010
2025
Q4 		$449K Hold
16,121
– – ﹤0.01% 3771
2025
Q3 		$443K Sell
16,121
-1,161
-7% -$31.7K ﹤0.01% 3844
2025
Q2 		$467K Sell
17,282
-322
-2% -$8.52K ﹤0.01% 3743
2025
Q1 		$463K Sell
17,604
-2,506
-12% -$66.1K ﹤0.01% 3673
2024
Q4 		$528K Sell
20,110
-9,181
-31% -$240K ﹤0.01% 3559
2024
Q3 		$764K Buy
29,291
+1,127
+4% +$28.9K ﹤0.01% 3284
2024
Q2 		$712K Buy
28,164
+3,434
+14% +$85.6K ﹤0.01% 3247
2024
Q1 		$616K Buy
+24,730
New +$609K ﹤0.01% 3311

Other funds holding AJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management's AJAN Position: Q1 2026 in Review

Envestnet Asset Management increased its Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) stake by 0.74% in Q1 2026, buying an estimated $3.35K and bringing the position to 16,241 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #4010.

Envestnet Asset Management first reported a position in AJAN in Q1 2024 and has held it in 9 quarters since. The position peaked at $764K in Q3 2024. 40 funds tracked by Wall St. Rank hold AJAN as of Q1 2026.

  • Envestnet Asset Management held 16,241 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $449K as of Q1 2026.
  • Envestnet Asset Management bought 120 Innovator Equity Defined Protection ETF - 2 Yr to January 2028 shares in Q1 2026, an estimated $3.35K.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2028 made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4010 holding.
  • Envestnet Asset Management 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.
  • Envestnet Asset Management's Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position peaked at $764K in Q3 2024.
  • 40 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.