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 Q2	$497K	Buy	17,496 +1,255	+8%	+$35.4K	﹤0.01%	4082
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

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

Envestnet Asset Management's AJAN Position: Q2 2026 in Review

Envestnet Asset Management increased its Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) stake by 7.7% in Q2 2026, buying an estimated $35.4K and bringing the position to 17,496 shares worth $497K. The position accounts for ﹤0.01% of the portfolio, ranked #4082.

Envestnet Asset Management first reported a position in AJAN in Q1 2024 and has held it in 10 quarters since. The position peaked at $764K in Q3 2024. 43 funds tracked by Wall St. Rank hold AJAN as of Q2 2026.

Envestnet Asset Management held 17,496 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $497K as of Q2 2026.
Envestnet Asset Management bought 1,255 Innovator Equity Defined Protection ETF - 2 Yr to January 2028 shares in Q2 2026, an estimated $35.4K.
Innovator Equity Defined Protection ETF - 2 Yr to January 2028 made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4082 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 10 quarters since.
Envestnet Asset Management's Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position peaked at $764K in Q3 2024.
43 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.