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
2026 Q2	$584K	Hold	20,576	–	–	0.02%	335
2026 Q1	$569K	Hold	20,576	–	–	0.02%	328
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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

KWM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SageView Advisory Group's AJAN Position: Q2 2026 in Review

SageView Advisory Group held its Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) position steady in Q2 2026 at 20,576 shares worth $584K. The position accounts for 0.02% of the portfolio, ranked #335.

SageView Advisory Group first reported a position in AJAN in Q2 2024 and has held it in 9 quarters since. 43 funds tracked by Wall St. Rank hold AJAN as of Q2 2026.

SageView Advisory Group held 20,576 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $584K as of Q2 2026.
SageView Advisory Group left its Innovator Equity Defined Protection ETF - 2 Yr to January 2028 share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 2 Yr to January 2028 made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #335 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 9 quarters since.
43 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.