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 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 $27.7B AUM 22.98% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Tradition Wealth Management increased its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) stake by 5.5% in Q1 2026, buying an estimated $27.4K and bringing the position to 19,323 shares worth $527K. The position accounts for 0.04% of the portfolio, ranked #279.

Tradition Wealth Management first reported a position in ZJAN in Q1 2025 and has held it in 5 quarters since. 62 funds tracked by Wall St. Rank hold ZJAN as of Q1 2026.

Tradition Wealth Management held 19,323 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $527K as of Q1 2026.
Tradition Wealth Management bought 1,000 Innovator Equity Defined Protection ETF - 1 Yr January shares in Q1 2026, an estimated $27.4K.
Innovator Equity Defined Protection ETF - 1 Yr January made up 0.04% of Tradition Wealth Management's portfolio in Q1 2026, its #279 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 5 quarters since.
62 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.