SAG
TJAN

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

SageView Advisory Group’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
-3,903
Closed -$107K – 2574
2025
Q4 		$107K Buy
+3,903
New +$106K ﹤0.01% 809

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
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 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

SageView Advisory Group's TJAN Position: Q1 2026 in Review

SageView Advisory Group sold out of Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) in Q1 2026, closing a stake of 3,903 shares — an estimated $107K sold.

SageView Advisory Group first reported a position in TJAN in Q4 2025 and held it in 1 quarter. The position peaked at $107K in Q4 2025. 26 funds tracked by Wall St. Rank hold TJAN as of Q1 2026.

  • SageView Advisory Group reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to January 2027 position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 3,903 Innovator Equity Defined Protection ETF - 2 Yr to January 2027 shares in Q1 2026, an estimated $107K.
  • SageView Advisory Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2027 in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Innovator Equity Defined Protection ETF - 2 Yr to January 2027 position peaked at $107K 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 SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.