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Relative Value Partners Group’s Innovator Equity Defined Protection ETF - 2 Yr to January 2028 AJAN Stock Holding History

Relative Value Partners Group’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
Q2 		$2.07M Buy
+81,750
New +$2.04M 0.27% 87

Other funds holding AJAN

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Relative Value Partners Group's AJAN Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) in Q2 2024: 81,750 shares worth $2.07M. The stake represents 0.27% of the portfolio and ranks #87 among its holdings.

46 funds tracked by Wall St. Rank hold AJAN as of Q2 2024.

  • Relative Value Partners Group held 81,750 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $2.07M as of Q2 2024.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2028 was a new Relative Value Partners Group position in Q2 2024.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2028 made up 0.27% of Relative Value Partners Group's portfolio in Q2 2024, its #87 holding.
  • 46 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.