Osaic Holdings
TJAN

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

Osaic Holdings’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 		$113K Sell
4,021
-1,233
-23% -$34.4K ﹤0.01% 4847
2026
Q1 		$142K Hold
5,254
– – ﹤0.01% 4425
2025
Q4 		$144K Hold
5,254
– – ﹤0.01% 4401
2025
Q3 		$142K Buy
5,254
+2,000
+61% +$53.3K ﹤0.01% 4496
2025
Q2 		$85.7K Hold
3,254
– – ﹤0.01% 4635
2025
Q1 		$82.3K Buy
+3,254
New +$83.2K ﹤0.01% 4325

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

Osaic Holdings's TJAN Position: Q2 2026 in Review

Osaic Holdings reduced its Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) stake by 23% in Q2 2026, selling an estimated $34.4K and leaving 4,021 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #4847.

Osaic Holdings first reported a position in TJAN in Q1 2025 and has held it in 6 quarters since. The position peaked at $144K in Q4 2025. 25 funds tracked by Wall St. Rank hold TJAN as of Q2 2026.

  • Osaic Holdings held 4,021 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2027 worth $113K as of Q2 2026.
  • Osaic Holdings sold 1,233 Innovator Equity Defined Protection ETF - 2 Yr to January 2027 shares in Q2 2026, an estimated $34.4K.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2027 made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4847 holding.
  • Osaic Holdings first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2027 in Q1 2025 and has held it in 6 quarters since.
  • Osaic Holdings's Innovator Equity Defined Protection ETF - 2 Yr to January 2027 position peaked at $144K 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 Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.