Tradition Wealth Management
TJAN icon

Tradition Wealth Management’s Innovator Equity Defined Protection ETF - 2 Yr to January 2027 TJAN Stock Holding History

Tradition Wealth Management’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
Q3 		$935K Hold
32,651
– – 0.06% 217
2026
Q2 		$919K Hold
32,651
– – 0.06% 225
2026
Q1 		$885K Sell
32,651
-102
-0.3% -$2.79K 0.06% 209
2025
Q4 		$895K Hold
32,753
– – 0.06% 206
2025
Q3 		$885K Sell
32,753
-180
-0.5% -$4.8K 0.07% 202
2025
Q2 		$868K Buy
32,933
+3,371
+11% +$86.5K 0.07% 198
2025
Q1 		$748K Buy
+29,562
New +$756K 0.07% 200

Other funds holding TJAN

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Gill Capital Partners
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.82B AUM 17.59% 1-Year Est. Return
Cypress Wealth Services
Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return
SMI Advisory Services
SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $239M AUM 10.81% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Tradition Wealth Management's TJAN Position: Q3 2026 in Review

Tradition Wealth Management held its Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) position steady in Q3 2026 at 32,651 shares worth $935K. The position accounts for 0.06% of the portfolio, ranked #217.

Tradition Wealth Management first reported a position in TJAN in Q1 2025 and has held it in 7 quarters since. 21 funds tracked by Wall St. Rank hold TJAN as of Q3 2026.

  • Tradition Wealth Management held 32,651 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2027 worth $935K as of Q3 2026.
  • Tradition Wealth Management left its Innovator Equity Defined Protection ETF - 2 Yr to January 2027 share count unchanged in Q3 2026.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2027 made up 0.06% of Tradition Wealth Management's portfolio in Q3 2026, its #217 holding.
  • Tradition Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2027 in Q1 2025 and has held it in 7 quarters since.
  • 21 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2027 as of Q3 2026.

Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.