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

Sequoia Financial 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 Q3	–	Sell	-7,960	Closed	-$215K	–	1744
2025 Q2	$215K	Hold	7,960	–	–	﹤0.01%	1448
2025 Q1	$209K	Hold	7,960	–	–	﹤0.01%	1245
2024 Q4	$209K	Hold	7,960	–	–	﹤0.01%	1201
2024 Q3	$208K	Hold	7,960	–	–	﹤0.01%	1151
2024 Q2	$201K	Buy	+7,960	New	+$198K	﹤0.01%	1104

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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

KWM

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Sequoia Financial Advisors's AJAN Position: Q3 2025 in Review

Sequoia Financial Advisors sold out of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) in Q3 2025, closing a stake of 7,960 shares — an estimated $215K sold.

Sequoia Financial Advisors first reported a position in AJAN in Q2 2024 and held it in 5 quarters. The position peaked at $215K in Q2 2025. 42 funds tracked by Wall St. Rank hold AJAN as of Q3 2025.

Sequoia Financial Advisors reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position as of Q3 2025 after selling out during the quarter.
Sequoia Financial Advisors sold 7,960 Innovator Equity Defined Protection ETF - 2 Yr to January 2028 shares in Q3 2025, an estimated $215K.
Sequoia Financial Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in Q2 2024 and held it in 5 quarters.
Sequoia Financial Advisors's Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position peaked at $215K in Q2 2025.
42 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q3 2025.

Based on Sequoia Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.