CW
TJAN

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

CreativeOne Wealth’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
Q1 		– Sell
-7,380
Closed -$202K – 1283
2025
Q4 		$202K Buy
+7,380
New +$200K ﹤0.01% 1129
2025
Q3 		– Sell
-8,169
Closed -$215K – 1230
2025
Q2 		$215K Buy
+8,169
New +$210K 0.01% 1033

Other funds holding TJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 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 $348M AUM 14.74% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CreativeOne Wealth's TJAN Position: Q1 2026 in Review

CreativeOne Wealth sold out of Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) in Q1 2026, closing a stake of 7,380 shares — an estimated $202K sold.

CreativeOne Wealth first reported a position in TJAN in Q2 2025 and held it in 2 quarters. The position peaked at $215K in Q2 2025. 26 funds tracked by Wall St. Rank hold TJAN as of Q1 2026.

  • CreativeOne Wealth reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to January 2027 position as of Q1 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 7,380 Innovator Equity Defined Protection ETF - 2 Yr to January 2027 shares in Q1 2026, an estimated $202K.
  • CreativeOne Wealth first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2027 in Q2 2025 and held it in 2 quarters.
  • CreativeOne Wealth's Innovator Equity Defined Protection ETF - 2 Yr to January 2027 position peaked at $215K in Q2 2025.
  • 26 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2027 as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.