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
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 $27.7B AUM 22.98% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AE Wealth Management's ZJAN Position: Q1 2026 in Review

AE Wealth Management increased its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) stake by 55% in Q1 2026, buying an estimated $259K and bringing the position to 26,703 shares worth $728K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

AE Wealth Management first reported a position in ZJAN in Q1 2025 and has held it in 5 quarters since. 62 funds tracked by Wall St. Rank hold ZJAN as of Q1 2026.

  • AE Wealth Management held 26,703 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $728K as of Q1 2026.
  • AE Wealth Management bought 9,431 Innovator Equity Defined Protection ETF - 1 Yr January shares in Q1 2026, an estimated $259K.
  • Innovator Equity Defined Protection ETF - 1 Yr January made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #941 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 5 quarters since.
  • 62 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.