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

Foundations Investment 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
Q1 		$217K Hold
7,843
– – ﹤0.01% 1075
2025
Q4 		$218K Buy
+7,843
New +$217K ﹤0.01% 1023

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 $774M AUM 12.78% 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

Foundations Investment Advisors's AJAN Position: Q1 2026 in Review

Foundations Investment Advisors held its Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) position steady in Q1 2026 at 7,843 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Foundations Investment Advisors first reported a position in AJAN in Q4 2025 and has held it in 2 quarters since. The position peaked at $218K in Q4 2025. 40 funds tracked by Wall St. Rank hold AJAN as of Q1 2026.

  • Foundations Investment Advisors held 7,843 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $217K as of Q1 2026.
  • Foundations Investment Advisors 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 Foundations Investment Advisors's portfolio in Q1 2026, its #1075 holding.
  • Foundations Investment Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in Q4 2025 and has held it in 2 quarters since.
  • Foundations Investment Advisors's Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position peaked at $218K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.