EWM
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Executive Wealth Management’s Innovator Equity Defined Protection ETF - 2 Yr to January 2028 AJAN Stock Holding History

Executive Wealth 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
2024
Q4 		$498K Sell
18,983
-9,237
-33% -$242K 0.04% 165
2024
Q3 		$736K Sell
28,220
-4,209
-13% -$108K 0.06% 147
2024
Q2 		$820K Sell
32,429
-1,149
-3% -$28.6K 0.15% 61
2024
Q1 		$834K Buy
+33,578
New +$826K 0.07% 126

Other funds holding AJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
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
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Executive Wealth Management's AJAN Position: Q4 2024 in Review

Executive Wealth Management reduced its Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) stake by 33% in Q4 2024, selling an estimated $242K and leaving 18,983 shares worth $498K. The position accounts for 0.04% of the portfolio, ranked #165.

Executive Wealth Management first reported a position in AJAN in Q1 2024 and has held it in 4 quarters since. The position peaked at $834K in Q1 2024. 48 funds tracked by Wall St. Rank hold AJAN as of Q4 2024.

  • Executive Wealth Management held 18,983 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $498K as of Q4 2024.
  • Executive Wealth Management sold 9,237 Innovator Equity Defined Protection ETF - 2 Yr to January 2028 shares in Q4 2024, an estimated $242K.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2028 made up 0.04% of Executive Wealth Management's portfolio in Q4 2024, its #165 holding.
  • Executive Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in Q1 2024 and has held it in 4 quarters since.
  • Executive Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position peaked at $834K in Q1 2024.
  • 48 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.