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
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 $94.2B AUM 21.24% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

SageView Advisory Group's TJAN Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) in Q4 2025: 3,903 shares worth $107K. The stake represents ﹤0.01% of the portfolio and ranks #809 among its holdings.

29 funds tracked by Wall St. Rank hold TJAN as of Q4 2025.

  • SageView Advisory Group held 3,903 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2027 worth $107K as of Q4 2025.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2027 was a new SageView Advisory Group position in Q4 2025.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2027 made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #809 holding.
  • 29 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2027 as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.