KFG Wealth Management’s Innovator Equity Defined Protection ETF - 2 Yr to January 2028 AJAN Stock Holding History

KFG Wealth Management’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	$997K	Hold	35,129	–	–	0.11%	90
2026 Q1	$971K	Sell	35,129 -272	-0.8%	-$7.59K	0.13%	80
2025 Q4	$986K	Sell	35,401 -2,192	-6%	-$60.6K	0.13%	82
2025 Q3	$1.03M	Sell	37,593 -980	-3%	-$26.7K	0.15%	76
2025 Q2	$1.04M	Hold	38,573	–	–	0.17%	71
2025 Q1	$1.01M	Sell	38,573 -444	-1%	-$11.7K	0.18%	68
2024 Q4	$1.02M	Hold	39,017	–	–	0.19%	62
2024 Q3	$1.02M	Sell	39,017 -2,681	-6%	-$68.8K	0.22%	63
2024 Q2	$1.05M	Buy	41,698 +840	+2%	+$20.9K	0.42%	49
2024 Q1	$1.02M	Buy	+40,858	New	+$1.01M	0.42%	48

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

KFG Wealth Management's AJAN Position: Q2 2026 in Review

KFG Wealth Management held its Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) position steady in Q2 2026 at 35,129 shares worth $997K. The position accounts for 0.11% of the portfolio, ranked #90.

KFG Wealth Management first reported a position in AJAN in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.05M in Q2 2024. 43 funds tracked by Wall St. Rank hold AJAN as of Q2 2026.

KFG Wealth Management held 35,129 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $997K as of Q2 2026.
KFG Wealth Management left its Innovator Equity Defined Protection ETF - 2 Yr to January 2028 share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 2 Yr to January 2028 made up 0.11% of KFG Wealth Management's portfolio in Q2 2026, its #90 holding.
KFG Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in Q1 2024 and has held it in 10 quarters since.
KFG Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position peaked at $1.05M in Q2 2024.
43 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.