LPL Financial
AJAN icon

LPL Financial’s Innovator Equity Defined Protection ETF - 2 Yr to January 2028 AJAN Stock Holding History

LPL Financial’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 		$368K Sell
12,873
-300
-2% -$8.56K ﹤0.01% 5355
2026
Q2 		$374K Hold
13,173
– – ﹤0.01% 5278
2026
Q1 		$364K Buy
13,173
+1,086
+9% +$30.3K ﹤0.01% 5051
2025
Q4 		$337K Buy
12,087
+1,590
+15% +$44K ﹤0.01% 5056
2025
Q3 		$289K Buy
+10,497
New +$286K ﹤0.01% 5074

Other funds holding AJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

LPL Financial's AJAN Position: Q3 2026 in Review

LPL Financial reduced its Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) stake by 2.3% in Q3 2026, selling an estimated $8.56K and leaving 12,873 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #5355.

LPL Financial first reported a position in AJAN in Q3 2025 and has held it in 5 quarters since. The position peaked at $374K in Q2 2026. 37 funds tracked by Wall St. Rank hold AJAN as of Q3 2026.

  • LPL Financial held 12,873 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $368K as of Q3 2026.
  • LPL Financial sold 300 Innovator Equity Defined Protection ETF - 2 Yr to January 2028 shares in Q3 2026, an estimated $8.56K.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2028 made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5355 holding.
  • LPL Financial first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in Q3 2025 and has held it in 5 quarters since.
  • LPL Financial's Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position peaked at $374K in Q2 2026.
  • 37 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.