Commonwealth Equity Services’s Innovator Equity Defined Protection ETF - 2 Yr to January 2027 TJAN Stock Holding History

Commonwealth Equity Services’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
2026 Q2	$983K	Hold	34,931	–	–	﹤0.01%	2725
2026 Q1	$947K	Hold	34,931	–	–	﹤0.01%	2657
2025 Q4	$955K	Hold	34,931	–	–	﹤0.01%	2611
2025 Q3	$944K	Sell	34,931 -3,800	-10%	-$101K	﹤0.01%	2637
2025 Q2	$1.02M	Buy	38,731 +10,095	+35%	+$259K	﹤0.01%	2542
2025 Q1	$725K	Buy	+28,636	New	+$732K	﹤0.01%	2726

Other funds holding TJAN

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

APW

Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Commonwealth Equity Services's TJAN Position: Q2 2026 in Review

Commonwealth Equity Services held its Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) position steady in Q2 2026 at 34,931 shares worth $983K. The position accounts for ﹤0.01% of the portfolio, ranked #2725.

Commonwealth Equity Services first reported a position in TJAN in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.02M in Q2 2025. 25 funds tracked by Wall St. Rank hold TJAN as of Q2 2026.

Commonwealth Equity Services held 34,931 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2027 worth $983K as of Q2 2026.
Commonwealth Equity Services left its Innovator Equity Defined Protection ETF - 2 Yr to January 2027 share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 2 Yr to January 2027 made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2725 holding.
Commonwealth Equity Services first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2027 in Q1 2025 and has held it in 6 quarters since.
Commonwealth Equity Services's Innovator Equity Defined Protection ETF - 2 Yr to January 2027 position peaked at $1.02M in Q2 2025.
25 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2027 as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.