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

Mutual Advisors’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	$678K	Hold	25,017	–	–	0.01%	748
2025 Q4	$684K	Hold	25,017	–	–	0.01%	728
2025 Q3	$678K	Hold	25,017	–	–	0.01%	715
2025 Q2	$665K	Hold	25,017	–	–	0.02%	659
2025 Q1	$634K	Buy	+25,017	New	+$640K	0.02%	613

Other funds holding TJAN

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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 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

APW

Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Mutual Advisors's TJAN Position: Q1 2026 in Review

Mutual Advisors held its Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) position steady in Q1 2026 at 25,017 shares worth $678K. The position accounts for 0.01% of the portfolio, ranked #748.

Mutual Advisors first reported a position in TJAN in Q1 2025 and has held it in 5 quarters since. The position peaked at $684K in Q4 2025. 26 funds tracked by Wall St. Rank hold TJAN as of Q1 2026.

Mutual Advisors held 25,017 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2027 worth $678K as of Q1 2026.
Mutual Advisors left its Innovator Equity Defined Protection ETF - 2 Yr to January 2027 share count unchanged in Q1 2026.
Innovator Equity Defined Protection ETF - 2 Yr to January 2027 made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #748 holding.
Mutual Advisors first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2027 in Q1 2025 and has held it in 5 quarters since.
Mutual Advisors's Innovator Equity Defined Protection ETF - 2 Yr to January 2027 position peaked at $684K in Q4 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 Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.