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Raymond James Financial Services Advisors’s Innovator Equity Defined Protection ETF - 2 Yr to January 2028 AJAN Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$1.47M Buy
56,275
+36,507
+185% +$937K ﹤0.01% 1909
2024
Q2 		$500K Buy
+19,768
New +$493K ﹤0.01% 2534

Other funds holding AJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial Services Advisors's AJAN Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) stake by 185% in Q3 2024, buying an estimated $937K and bringing the position to 56,275 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1909.

Raymond James Financial Services Advisors first reported a position in AJAN in Q2 2024 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold AJAN as of Q3 2024.

  • Raymond James Financial Services Advisors held 56,275 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $1.47M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 36,507 Innovator Equity Defined Protection ETF - 2 Yr to January 2028 shares in Q3 2024, an estimated $937K.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2028 made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1909 holding.
  • Raymond James Financial Services Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in Q2 2024 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.