IWN
ZJAN

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

Independent Wealth Network’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
-9,694
Closed -$265K – 349
2025
Q4 		$265K Sell
9,694
-45
-0.5% -$1.22K 0.08% 223
2025
Q3 		$262K Sell
9,739
-244
-2% -$6.49K 0.08% 228
2025
Q2 		$263K Buy
+9,983
New +$257K 0.1% 212

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 $2.03B AUM 23.67% 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

Independent Wealth Network's ZJAN Position: Q1 2026 in Review

Independent Wealth Network sold out of Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) in Q1 2026, closing a stake of 9,694 shares — an estimated $265K sold.

Independent Wealth Network first reported a position in ZJAN in Q2 2025 and held it in 3 quarters. The position peaked at $265K in Q4 2025. 62 funds tracked by Wall St. Rank hold ZJAN as of Q1 2026.

  • Independent Wealth Network reported no remaining Innovator Equity Defined Protection ETF - 1 Yr January position as of Q1 2026 after selling out during the quarter.
  • Independent Wealth Network sold 9,694 Innovator Equity Defined Protection ETF - 1 Yr January shares in Q1 2026, an estimated $265K.
  • Independent Wealth Network first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q2 2025 and held it in 3 quarters.
  • Independent Wealth Network's Innovator Equity Defined Protection ETF - 1 Yr January position peaked at $265K 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 Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.