TWM
TJAN

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
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

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
Raymond James Financial
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

Tradition Wealth Management's TJAN Position: Q1 2026 in Review

Tradition Wealth Management reduced its Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) stake by 0.31% in Q1 2026, selling an estimated $2.79K and leaving 32,651 shares worth $885K. The position accounts for 0.06% of the portfolio, ranked #209.

Tradition Wealth Management first reported a position in TJAN in Q1 2025 and has held it in 5 quarters since. The position peaked at $895K in Q4 2025. 26 funds tracked by Wall St. Rank hold TJAN as of Q1 2026.

  • Tradition Wealth Management held 32,651 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2027 worth $885K as of Q1 2026.
  • Tradition Wealth Management sold 102 Innovator Equity Defined Protection ETF - 2 Yr to January 2027 shares in Q1 2026, an estimated $2.79K.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2027 made up 0.06% of Tradition Wealth Management's portfolio in Q1 2026, its #209 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 5 quarters since.
  • Tradition Wealth Management's Innovator Equity Defined Protection ETF - 2 Yr to January 2027 position peaked at $895K 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 Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.