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

UBS 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	$2.35K	Buy	+83	New	+$2.34K	﹤0.01%	9359
2026 Q1	–	Sell	-883	Closed	-$24.6K	–	10429
2025 Q4	$24.6K	Sell	883 -7,028	-89%	-$194K	﹤0.01%	7649
2025 Q3	$218K	Buy	7,911 +3,794	+92%	+$104K	﹤0.01%	6624
2025 Q2	$111K	Buy	4,117 +4,011	+3,784%	+$106K	﹤0.01%	7148
2025 Q1	$2.79K	Buy	+106	New	+$2.8K	﹤0.01%	9279
2024 Q4	–	Sell	-2,565	Closed	-$66.9K	–	9884
2024 Q3	$66.9K	Buy	2,565 +79	+3%	+$2.03K	﹤0.01%	6632
2024 Q2	$62.8K	Buy	+2,486	New	+$61.9K	﹤0.01%	6513

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

UBS Group's AJAN Position: Q2 2026 in Review

UBS Group opened a new position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) in Q2 2026: 83 shares worth $2.35K. The stake represents ﹤0.01% of the portfolio and ranks #9359 among its holdings. This is a return to the name: UBS Group previously reported a position in AJAN as recently as Q4 2025.

UBS Group first reported a position in AJAN in Q2 2024 and has held it in 7 quarters since. The position peaked at $218K in Q3 2025. 43 funds tracked by Wall St. Rank hold AJAN as of Q2 2026.

UBS Group held 83 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 worth $2.35K as of Q2 2026.
Innovator Equity Defined Protection ETF - 2 Yr to January 2028 was a new UBS Group position in Q2 2026.
Innovator Equity Defined Protection ETF - 2 Yr to January 2028 made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9359 holding.
UBS 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.
UBS Group's Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position peaked at $218K in Q3 2025.
43 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.