Tradition Wealth Management’s Innovator Equity Defined Protection ETF - 1 Yr January ZJAN Stock Holding History

Tradition Wealth Management’s Portfolio ZJAN Stock Details ZJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$541K	Hold	19,323	–	–	0.03%	298
2026 Q1	$527K	Buy	19,323 +1,000	+5%	+$27.4K	0.04%	279
2025 Q4	$501K	Hold	18,323	–	–	0.04%	291
2025 Q3	$492K	Hold	18,323	–	–	0.04%	292
2025 Q2	$482K	Hold	18,323	–	–	0.04%	272
2025 Q1	$467K	Buy	+18,323	New	+$471K	0.04%	261

Other funds holding ZJAN

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tradition Wealth Management's ZJAN Position: Q2 2026 in Review

Tradition Wealth Management held its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) position steady in Q2 2026 at 19,323 shares worth $541K. The position accounts for 0.03% of the portfolio, ranked #298.

Tradition Wealth Management first reported a position in ZJAN in Q1 2025 and has held it in 6 quarters since. 63 funds tracked by Wall St. Rank hold ZJAN as of Q2 2026.

Tradition Wealth Management held 19,323 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $541K as of Q2 2026.
Tradition Wealth Management left its Innovator Equity Defined Protection ETF - 1 Yr January share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 1 Yr January made up 0.03% of Tradition Wealth Management's portfolio in Q2 2026, its #298 holding.
Tradition Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q1 2025 and has held it in 6 quarters since.
63 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.