SageView Advisory Group’s Innovator Equity Defined Protection ETF - 2 Yr to January 2028 AJAN Stock Holding History

SageView Advisory 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
2025 Q4	$573K	Hold	20,576	–	–	0.02%	338
2025 Q3	$566K	Hold	20,576	–	–	0.02%	362
2025 Q2	$561K	Hold	20,576	–	–	0.02%	349
2025 Q1	$541K	Hold	20,576	–	–	0.02%	334
2024 Q4	$540K	Hold	20,576	–	–	0.02%	332
2024 Q3	$537K	Hold	20,576	–	–	0.03%	294
2024 Q2	$520K	Buy	+20,576	New	+$513K	0.02%	330

Other funds holding AJAN

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 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

SageView Advisory Group's AJAN Position: Q4 2025 in Review

SageView Advisory Group held its Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) position steady in Q4 2025 at 20,576 shares worth $573K. The position accounts for 0.02% of the portfolio, ranked #338.

SageView Advisory Group first reported a position in AJAN in Q2 2024 and has held it in 7 quarters since. 38 funds tracked by Wall St. Rank hold AJAN as of Q4 2025.

SageView Advisory Group held 20,576 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $573K as of Q4 2025.
SageView Advisory Group left its Innovator Equity Defined Protection ETF - 2 Yr to January 2028 share count unchanged in Q4 2025.
Innovator Equity Defined Protection ETF - 2 Yr to January 2028 made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #338 holding.
SageView Advisory Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in Q2 2024 and has held it in 7 quarters since.
38 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.