Envestnet Asset Management
TJAN

Envestnet Asset Management’s Innovator Equity Defined Protection ETF - 2 Yr to January 2027 TJAN Stock Holding History

Envestnet Asset Management’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
-640,861
Closed -$16.2M – 4590
2025
Q1 		$16.2M Buy
+640,861
New +$16.4M 0.01% 1339

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 $548M AUM 16.95% 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
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 $1.41B 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

Envestnet Asset Management's TJAN Position: Q2 2025 in Review

Envestnet Asset Management sold out of Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) in Q2 2025, closing a stake of 640,861 shares — an estimated $16.2M sold.

Envestnet Asset Management first reported a position in TJAN in Q1 2025 and held it in 1 quarter. The position peaked at $16.2M in Q1 2025. 30 funds tracked by Wall St. Rank hold TJAN as of Q2 2025.

  • Envestnet Asset Management reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to January 2027 position as of Q2 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 640,861 Innovator Equity Defined Protection ETF - 2 Yr to January 2027 shares in Q2 2025, an estimated $16.2M.
  • Envestnet Asset Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2027 in Q1 2025 and held it in 1 quarter.
  • Envestnet Asset Management's Innovator Equity Defined Protection ETF - 2 Yr to January 2027 position peaked at $16.2M 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 Envestnet Asset Management's 13F filing for Q2 2025, filed 1 Aug 2025.