Kestra Advisory Services
AJAN icon

Kestra Advisory Services’s Innovator Equity Defined Protection ETF - 2 Yr to January 2028 AJAN Stock Holding History

Kestra Advisory Services’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
Q3 		$493K Sell
17,245
-3,801
-18% -$108K ﹤0.01% 2518
2026
Q2 		$597K Sell
21,046
-400
-2% -$11.3K ﹤0.01% 2214
2026
Q1 		$593K Sell
21,446
-316
-1% -$8.82K ﹤0.01% 2089
2025
Q4 		$606K Sell
21,762
-10,400
-32% -$288K ﹤0.01% 2007
2025
Q3 		$885K Sell
32,162
-3,190
-9% -$87K ﹤0.01% 1668
2025
Q2 		$955K Sell
35,352
-520
-1% -$13.8K ﹤0.01% 1509
2025
Q1 		$944K Sell
35,872
-190
-0.5% -$5.01K ﹤0.01% 1423
2024
Q4 		$946K Sell
36,062
-4,250
-11% -$111K 0.01% 1454
2024
Q3 		$1.05M Sell
40,312
-3,570
-8% -$91.6K 0.01% 1298
2024
Q2 		$1.11M Buy
43,882
+10,275
+31% +$256K 0.01% 1257
2024
Q1 		$837K Buy
+33,607
New +$827K 0.01% 1350

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KFG Wealth Management
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.82B AUM 17.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Kestra Advisory Services's AJAN Position: Q3 2026 in Review

Kestra Advisory Services reduced its Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) stake by 18% in Q3 2026, selling an estimated $108K and leaving 17,245 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #2518.

Kestra Advisory Services first reported a position in AJAN in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.11M in Q2 2024. 35 funds tracked by Wall St. Rank hold AJAN as of Q3 2026.

  • Kestra Advisory Services held 17,245 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $493K as of Q3 2026.
  • Kestra Advisory Services sold 3,801 Innovator Equity Defined Protection ETF - 2 Yr to January 2028 shares in Q3 2026, an estimated $108K.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2028 made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2518 holding.
  • Kestra Advisory Services first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in Q1 2024 and has held it in 11 quarters since.
  • Kestra Advisory Services's Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position peaked at $1.11M in Q2 2024.
  • 35 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.