EWM
ZJAN

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

Elmwood 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 		– Sell
-7,800
Closed -$213K – 189
2025
Q4 		$213K Hold
7,800
– – 0.07% 163
2025
Q3 		$210K Hold
7,800
– – 0.07% 133
2025
Q2 		$205K Buy
+7,800
New +$201K 0.08% 126

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 $26.4B AUM 21.05% 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 $71.6B AUM 21.08% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 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

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

Elmwood Wealth Management sold out of Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) in Q1 2026, closing a stake of 7,800 shares — an estimated $213K sold.

Elmwood Wealth Management first reported a position in ZJAN in Q2 2025 and held it in 3 quarters. The position peaked at $213K in Q4 2025. 62 funds tracked by Wall St. Rank hold ZJAN as of Q1 2026.

  • Elmwood Wealth Management reported no remaining Innovator Equity Defined Protection ETF - 1 Yr January position as of Q1 2026 after selling out during the quarter.
  • Elmwood Wealth Management sold 7,800 Innovator Equity Defined Protection ETF - 1 Yr January shares in Q1 2026, an estimated $213K.
  • Elmwood Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q2 2025 and held it in 3 quarters.
  • Elmwood Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr January position peaked at $213K in Q4 2025.
  • 62 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q1 2026.

Based on Elmwood Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.