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

InterOcean Capital 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
2024
Q1 		$747K Buy
+29,990
New +$738K 0.02% 248

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CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

InterOcean Capital Group's AJAN Position: Q1 2024 in Review

InterOcean Capital Group opened a new position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) in Q1 2024: 29,990 shares worth $747K. The stake represents 0.02% of the portfolio and ranks #248 among its holdings.

40 funds tracked by Wall St. Rank hold AJAN as of Q1 2024.

  • InterOcean Capital Group held 29,990 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $747K as of Q1 2024.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2028 was a new InterOcean Capital Group position in Q1 2024.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2028 made up 0.02% of InterOcean Capital Group's portfolio in Q1 2024, its #248 holding.
  • 40 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.