AWS
TJAN

Atria Wealth Solutions’s Innovator Equity Defined Protection ETF - 2 Yr to January 2027 TJAN Stock Holding History

Atria Wealth Solutions’s Portfolio TJAN Stock Details TJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,147
Closed -$206K – 1966
2025
Q1 		$206K Buy
+8,147
New +$208K ﹤0.01% 1702

Other funds holding TJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return

Atria Wealth Solutions's TJAN Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) in Q2 2025, closing a stake of 8,147 shares — an estimated $206K sold.

Atria Wealth Solutions first reported a position in TJAN in Q1 2025 and held it in 1 quarter. The position peaked at $206K in Q1 2025. 30 funds tracked by Wall St. Rank hold TJAN as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to January 2027 position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,147 Innovator Equity Defined Protection ETF - 2 Yr to January 2027 shares in Q2 2025, an estimated $206K.
  • Atria Wealth Solutions first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2027 in Q1 2025 and held it in 1 quarter.
  • Atria Wealth Solutions's Innovator Equity Defined Protection ETF - 2 Yr to January 2027 position peaked at $206K in Q1 2025.
  • 30 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2027 as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.