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

Principal Securities’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
2025
Q4 		– Sell
-2,074
Closed -$57K – 1402
2025
Q3 		$57K Hold
2,074
– – ﹤0.01% 1885
2025
Q2 		$56K Sell
2,074
-60
-3% -$1.59K ﹤0.01% 1811
2025
Q1 		$56K Hold
2,134
– – ﹤0.01% 1708
2024
Q4 		$56K Sell
2,134
-2,483
-54% -$64.9K ﹤0.01% 1708
2024
Q3 		$120K Sell
4,617
-156
-3% -$4K ﹤0.01% 1312
2024
Q2 		$121K Buy
4,773
+1,917
+67% +$47.8K ﹤0.01% 1242
2024
Q1 		$71.1K Buy
+2,856
New +$70.3K ﹤0.01% 1410

Other funds holding AJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Principal Securities's AJAN Position: Q4 2025 in Review

Principal Securities sold out of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) in Q4 2025, closing a stake of 2,074 shares — an estimated $57K sold.

Principal Securities first reported a position in AJAN in Q1 2024 and held it in 7 quarters. The position peaked at $121K in Q2 2024. 38 funds tracked by Wall St. Rank hold AJAN as of Q4 2025.

  • Principal Securities reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,074 Innovator Equity Defined Protection ETF - 2 Yr to January 2028 shares in Q4 2025, an estimated $57K.
  • Principal Securities first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in Q1 2024 and held it in 7 quarters.
  • Principal Securities's Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position peaked at $121K in Q2 2024.
  • 38 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.