Independent Financial Group’s Innovator Equity Defined Protection ETF - 2 Yr to January 2028 AJAN Stock Holding History

Independent Financial Group’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
2025 Q1	–	Sell	-12,210	Closed	-$320K	–	1179
2024 Q4	$320K	Hold	12,210	–	–	0.01%	877
2024 Q3	$319K	Hold	12,210	–	–	0.01%	856
2024 Q2	$309K	Hold	12,210	–	–	0.01%	820
2024 Q1	$304K	Buy	+12,210	New	+$300K	0.01%	776

Other funds holding AJAN

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Independent Financial Group's AJAN Position: Q1 2025 in Review

Independent Financial Group sold out of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) in Q1 2025, closing a stake of 12,210 shares — an estimated $320K sold.

Independent Financial Group first reported a position in AJAN in Q1 2024 and held it in 4 quarters. The position peaked at $320K in Q4 2024. 42 funds tracked by Wall St. Rank hold AJAN as of Q1 2025.

Independent Financial Group reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position as of Q1 2025 after selling out during the quarter.
Independent Financial Group sold 12,210 Innovator Equity Defined Protection ETF - 2 Yr to January 2028 shares in Q1 2025, an estimated $320K.
Independent Financial Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in Q1 2024 and held it in 4 quarters.
Independent Financial Group's Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position peaked at $320K in Q4 2024.
42 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q1 2025.

Based on Independent Financial Group's 13F filing for Q1 2025, filed 19 May 2026.