KAS
TJAN

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

Kestra Advisory 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
Q1 		– Sell
-6,050
Closed -$165K – 4547
2025
Q4 		$165K Buy
+6,050
New +$164K ﹤0.01% 3043
2025
Q2 		– Sell
-8,023
Closed -$203K – 3012
2025
Q1 		$203K Buy
+8,023
New +$205K ﹤0.01% 2468

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

Kestra Advisory Services's TJAN Position: Q1 2026 in Review

Kestra Advisory Services sold out of Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) in Q1 2026, closing a stake of 6,050 shares — an estimated $165K sold.

Kestra Advisory Services first reported a position in TJAN in Q1 2025 and held it in 2 quarters. The position peaked at $203K in Q1 2025. 26 funds tracked by Wall St. Rank hold TJAN as of Q1 2026.

  • Kestra Advisory Services reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to January 2027 position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 6,050 Innovator Equity Defined Protection ETF - 2 Yr to January 2027 shares in Q1 2026, an estimated $165K.
  • Kestra Advisory Services first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2027 in Q1 2025 and held it in 2 quarters.
  • Kestra Advisory Services's Innovator Equity Defined Protection ETF - 2 Yr to January 2027 position peaked at $203K in Q1 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 Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.