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
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 $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 $774M AUM 12.78% 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

LPL Financial's AJAN Position: Q1 2026 in Review

LPL Financial increased its Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) stake by 9% in Q1 2026, buying an estimated $30.3K and bringing the position to 13,173 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #5051.

LPL Financial first reported a position in AJAN in Q3 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold AJAN as of Q1 2026.

  • LPL Financial held 13,173 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $364K as of Q1 2026.
  • LPL Financial bought 1,086 Innovator Equity Defined Protection ETF - 2 Yr to January 2028 shares in Q1 2026, an estimated $30.3K.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2028 made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5051 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 3 quarters since.
  • 40 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.