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

EP Wealth Advisors’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 		$177K Buy
+6,222
New +$176K ﹤0.01% 1544

Other funds holding AJAN

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MML Investors Services
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

EP Wealth Advisors's AJAN Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) in Q2 2026: 6,222 shares worth $177K. The stake represents ﹤0.01% of the portfolio and ranks #1544 among its holdings.

43 funds tracked by Wall St. Rank hold AJAN as of Q2 2026.

  • EP Wealth Advisors held 6,222 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $177K as of Q2 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2028 was a new EP Wealth Advisors position in Q2 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2028 made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1544 holding.
  • 43 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.