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

Kingsview 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 		$262K Sell
9,483
-598
-6% -$16.7K ﹤0.01% 1142
2025
Q4 		$281K Sell
10,081
-1,390
-12% -$38.5K ﹤0.01% 1045
2025
Q3 		$315K Hold
11,471
– – ﹤0.01% 943
2025
Q2 		$310K Sell
11,471
-9
-0.1% -$238 0.01% 931
2025
Q1 		$302K Sell
11,480
-3,751
-25% -$99K 0.01% 889
2024
Q4 		$400K Sell
15,231
-11,816
-44% -$309K 0.01% 809
2024
Q3 		$706K Sell
27,047
-2,420
-8% -$62.1K 0.01% 617
2024
Q2 		$745K Sell
29,467
-34,972
-54% -$871K 0.02% 580
2024
Q1 		$1.6M Buy
+64,439
New +$1.59M 0.04% 387

Other funds holding AJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Kingsview Wealth Management reduced its Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) stake by 5.9% in Q1 2026, selling an estimated $16.7K and leaving 9,483 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

Kingsview Wealth Management first reported a position in AJAN in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.6M in Q1 2024. 40 funds tracked by Wall St. Rank hold AJAN as of Q1 2026.

  • Kingsview Wealth Management held 9,483 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $262K as of Q1 2026.
  • Kingsview Wealth Management sold 598 Innovator Equity Defined Protection ETF - 2 Yr to January 2028 shares in Q1 2026, an estimated $16.7K.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2028 made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1142 holding.
  • Kingsview 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.
  • Kingsview Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position peaked at $1.6M in Q1 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 Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.