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

Prosperity Capital 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
2025 Q4	–	Sell	-7,843	Closed	-$216K	–	379
2025 Q3	$216K	Hold	7,843	–	–	0.01%	395
2025 Q2	$212K	Hold	7,843	–	–	0.01%	372
2025 Q1	$206K	Hold	7,843	–	–	0.02%	342
2024 Q4	$206K	Hold	7,843	–	–	0.02%	329
2024 Q3	$205K	Buy	+7,843	New	+$201K	0.02%	327
2024 Q2	–	Sell	-32,283	Closed	-$804K	–	313
2024 Q1	$804K	Buy	+32,283	New	+$794K	0.1%	162

Other funds holding AJAN

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Prosperity Capital Advisors's AJAN Position: Q4 2025 in Review

Prosperity Capital Advisors sold out of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) in Q4 2025, closing a stake of 7,843 shares — an estimated $216K sold.

Prosperity Capital Advisors first reported a position in AJAN in Q1 2024 and held it in 6 quarters. The position peaked at $804K in Q1 2024. 38 funds tracked by Wall St. Rank hold AJAN as of Q4 2025.

Prosperity Capital Advisors reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position as of Q4 2025 after selling out during the quarter.
Prosperity Capital Advisors sold 7,843 Innovator Equity Defined Protection ETF - 2 Yr to January 2028 shares in Q4 2025, an estimated $216K.
Prosperity Capital Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in Q1 2024 and held it in 6 quarters.
Prosperity Capital Advisors's Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position peaked at $804K in Q1 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 Prosperity Capital Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.