LPL Financial
TJAN

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

LPL Financial’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
Q2 		$213K Sell
7,578
-980
-11% -$27.3K ﹤0.01% 5713
2026
Q1 		$232K Hold
8,558
– – ﹤0.01% 5386
2025
Q4 		$234K Hold
8,558
– – ﹤0.01% 5348
2025
Q3 		$231K Buy
+8,558
New +$228K ﹤0.01% 5248

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 $104B AUM 28.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 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 $378M AUM 18.32% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

LPL Financial's TJAN Position: Q2 2026 in Review

LPL Financial reduced its Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) stake by 11% in Q2 2026, selling an estimated $27.3K and leaving 7,578 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #5713.

LPL Financial first reported a position in TJAN in Q3 2025 and has held it in 4 quarters since. The position peaked at $234K in Q4 2025. 25 funds tracked by Wall St. Rank hold TJAN as of Q2 2026.

  • LPL Financial held 7,578 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2027 worth $213K as of Q2 2026.
  • LPL Financial sold 980 Innovator Equity Defined Protection ETF - 2 Yr to January 2027 shares in Q2 2026, an estimated $27.3K.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2027 made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5713 holding.
  • LPL Financial first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2027 in Q3 2025 and has held it in 4 quarters since.
  • LPL Financial's Innovator Equity Defined Protection ETF - 2 Yr to January 2027 position peaked at $234K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2027 as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.