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

Focus Partners Wealth’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 		$667K Hold
24,137
– – ﹤0.01% 1790
2025
Q4 		$672K Hold
24,137
– – ﹤0.01% 1818
2025
Q3 		$664K Sell
24,137
-2,843
-11% -$77.6K ﹤0.01% 1472
2025
Q2 		$729K Hold
26,980
– – ﹤0.01% 1273
2025
Q1 		$710K Sell
26,980
-3,010
-10% -$79.4K ﹤0.01% 1194
2024
Q4 		$787K Hold
29,990
– – ﹤0.01% 1142
2024
Q3 		$782K Hold
29,990
– – ﹤0.01% 1014
2024
Q2 		$758K Buy
+29,990
New +$747K ﹤0.01% 859

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
HighTower Advisors
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

Focus Partners Wealth's AJAN Position: Q1 2026 in Review

Focus Partners Wealth held its Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) position steady in Q1 2026 at 24,137 shares worth $667K. The position accounts for ﹤0.01% of the portfolio, ranked #1790.

Focus Partners Wealth first reported a position in AJAN in Q2 2024 and has held it in 8 quarters since. The position peaked at $787K in Q4 2024. 40 funds tracked by Wall St. Rank hold AJAN as of Q1 2026.

  • Focus Partners Wealth held 24,137 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $667K as of Q1 2026.
  • Focus Partners Wealth left its Innovator Equity Defined Protection ETF - 2 Yr to January 2028 share count unchanged in Q1 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2028 made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1790 holding.
  • Focus Partners Wealth first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in Q2 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position peaked at $787K in Q4 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 Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.