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 Q2	–	Sell	-7,843	Closed	-$217K	–	1209
2026 Q1	$217K	Hold	7,843	–	–	﹤0.01%	1075
2025 Q4	$218K	Buy	+7,843	New	+$217K	﹤0.01%	1023

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

Foundations Investment Advisors's AJAN Position: Q2 2026 in Review

Foundations Investment Advisors sold out of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) in Q2 2026, closing a stake of 7,843 shares — an estimated $217K sold.

Foundations Investment Advisors first reported a position in AJAN in Q4 2025 and held it in 2 quarters. The position peaked at $218K in Q4 2025. 43 funds tracked by Wall St. Rank hold AJAN as of Q2 2026.

Foundations Investment Advisors reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position as of Q2 2026 after selling out during the quarter.
Foundations Investment Advisors sold 7,843 Innovator Equity Defined Protection ETF - 2 Yr to January 2028 shares in Q2 2026, an estimated $217K.
Foundations Investment Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in Q4 2025 and held it in 2 quarters.
Foundations Investment Advisors's Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position peaked at $218K in Q4 2025.
43 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.