AWM
ZJAN

AE Wealth Management’s Innovator Equity Defined Protection ETF - 1 Yr January ZJAN Stock Holding History

AE Wealth Management’s Portfolio ZJAN Stock Details ZJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$561K Sell
20,040
-6,663
-25% -$185K ﹤0.01% 1168
2026
Q1 		$728K Buy
26,703
+9,431
+55% +$259K ﹤0.01% 941
2025
Q4 		$473K Sell
17,272
-311
-2% -$8.43K ﹤0.01% 1076
2025
Q3 		$473K Buy
17,583
+311
+2% +$8.28K ﹤0.01% 997
2025
Q2 		$455K Sell
17,272
-227
-1% -$5.85K ﹤0.01% 958
2025
Q1 		$446K Buy
+17,499
New +$450K ﹤0.01% 952

Other funds holding ZJAN

NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AE Wealth Management's ZJAN Position: Q2 2026 in Review

AE Wealth Management reduced its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) stake by 25% in Q2 2026, selling an estimated $185K and leaving 20,040 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

AE Wealth Management first reported a position in ZJAN in Q1 2025 and has held it in 6 quarters since. The position peaked at $728K in Q1 2026. 63 funds tracked by Wall St. Rank hold ZJAN as of Q2 2026.

  • AE Wealth Management held 20,040 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $561K as of Q2 2026.
  • AE Wealth Management sold 6,663 Innovator Equity Defined Protection ETF - 1 Yr January shares in Q2 2026, an estimated $185K.
  • Innovator Equity Defined Protection ETF - 1 Yr January made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1168 holding.
  • AE Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q1 2025 and has held it in 6 quarters since.
  • AE Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr January position peaked at $728K in Q1 2026.
  • 63 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.