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

Mutual Advisors’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	$680K	Sell	24,603 -20,821	-46%	-$581K	0.01%	745
2025 Q4	$1.27M	Hold	45,424	–	–	0.03%	499
2025 Q3	$1.25M	Buy	+45,424	New	+$1.24M	0.03%	492
2024 Q4	–	Sell	-11,676	Closed	-$304K	–	1072
2024 Q3	$304K	Hold	11,676	–	–	0.01%	892
2024 Q2	$297K	Hold	11,676	–	–	0.01%	893
2024 Q1	$291K	Buy	+11,676	New	+$287K	0.01%	879

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

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 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

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

Mutual Advisors's AJAN Position: Q1 2026 in Review

Mutual Advisors reduced its Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) stake by 46% in Q1 2026, selling an estimated $581K and leaving 24,603 shares worth $680K. The position accounts for 0.01% of the portfolio, ranked #745.

Mutual Advisors first reported a position in AJAN in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.27M in Q4 2025. 40 funds tracked by Wall St. Rank hold AJAN as of Q1 2026.

Mutual Advisors held 24,603 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $680K as of Q1 2026.
Mutual Advisors sold 20,821 Innovator Equity Defined Protection ETF - 2 Yr to January 2028 shares in Q1 2026, an estimated $581K.
Innovator Equity Defined Protection ETF - 2 Yr to January 2028 made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #745 holding.
Mutual Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in Q1 2024 and has held it in 6 quarters since.
Mutual Advisors's Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position peaked at $1.27M in Q4 2025.
40 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.