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

World Investment 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
Q1 		– Sell
-7,961
Closed -$209K – 1053
2024
Q4 		$209K Hold
7,961
– – 0.01% 957
2024
Q3 		$208K Hold
7,961
– – 0.01% 861
2024
Q2 		$201K Buy
+7,961
New +$198K 0.01% 600

Other funds holding AJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
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
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

World Investment Advisors's AJAN Position: Q1 2025 in Review

World Investment Advisors sold out of Innovator Equity Defined Protection ETF - 2 Yr to January 2028 (AJAN) in Q1 2025, closing a stake of 7,961 shares — an estimated $209K sold.

World Investment Advisors first reported a position in AJAN in Q2 2024 and held it in 3 quarters. The position peaked at $209K in Q4 2024. 42 funds tracked by Wall St. Rank hold AJAN as of Q1 2025.

  • World Investment Advisors reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position as of Q1 2025 after selling out during the quarter.
  • World Investment Advisors sold 7,961 Innovator Equity Defined Protection ETF - 2 Yr to January 2028 shares in Q1 2025, an estimated $209K.
  • World Investment Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2028 in Q2 2024 and held it in 3 quarters.
  • World Investment Advisors's Innovator Equity Defined Protection ETF - 2 Yr to January 2028 position peaked at $209K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2028 as of Q1 2025.

Based on World Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.