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 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BWM

Bernard Wealth Management Royal Oak, Michigan $234M AUM 27.82% 1-Year Est. Return

KFG Wealth Management's AJAN Position: Q1 2026 in Review

KFG Wealth Management reduced its Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) stake by 0.77% in Q1 2026, selling an estimated $7.59K and leaving 35,129 shares worth $971K. The position accounts for 0.13% of the portfolio, ranked #80.

KFG Wealth Management first reported a position in AJAN in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.05M in Q2 2024. 40 funds tracked by Wall St. Rank hold AJAN as of Q1 2026.

KFG Wealth Management held 35,129 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $971K as of Q1 2026.
KFG Wealth Management sold 272 Innovator Equity Defined Protection ETF - 2 Yr to January 2028 shares in Q1 2026, an estimated $7.59K.
Innovator Equity Defined Protection ETF - 2 Yr to January 2028 made up 0.13% of KFG Wealth Management's portfolio in Q1 2026, its #80 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 9 quarters since.
KFG Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position peaked at $1.05M in Q2 2024.
40 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q1 2026.

Based on KFG Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.