MAM
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Milestone Asset Management’s Innovator Equity Defined Protection ETF - 2 Yr to January 2028 AJAN Stock Holding History

Milestone Asset 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 		$435K Hold
15,312
– – 0.07% 197
2026
Q1 		$423K Buy
15,312
+5,040
+49% +$141K 0.08% 177
2025
Q4 		$286K Hold
10,272
– – 0.05% 184
2025
Q3 		$283K Hold
10,272
– – 0.05% 191
2025
Q2 		$277K Hold
10,272
– – 0.06% 181
2025
Q1 		$270K Hold
10,272
– – 0.06% 192
2024
Q4 		$270K Sell
10,272
-218
-2% -$5.7K 0.06% 205
2024
Q3 		$274K Hold
10,490
– – 0.06% 184
2024
Q2 		$265K Hold
10,490
– – 0.07% 169
2024
Q1 		$261K Buy
+10,490
New +$258K 0.07% 151

Other funds holding AJAN

KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Milestone Asset Management's AJAN Position: Q2 2026 in Review

Milestone Asset Management held its Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) position steady in Q2 2026 at 15,312 shares worth $435K. The position accounts for 0.07% of the portfolio, ranked #197.

Milestone Asset Management first reported a position in AJAN in Q1 2024 and has held it in 10 quarters since. 9 funds tracked by Wall St. Rank hold AJAN as of Q2 2026.

  • Milestone Asset Management held 15,312 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $435K as of Q2 2026.
  • Milestone Asset 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 0.07% of Milestone Asset Management's portfolio in Q2 2026, its #197 holding.
  • Milestone Asset 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.
  • 9 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.