TWP
TJAN

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

Triad Wealth Partners’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 		$359K Sell
13,253
-44
-0.3% -$1.2K 0.03% 357
2025
Q4 		$363K Hold
13,297
– – 0.03% 341
2025
Q3 		$359K Hold
13,297
– – 0.05% 253
2025
Q2 		$350K Buy
+13,297
New +$341K 0.07% 194

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
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
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

Triad Wealth Partners's TJAN Position: Q1 2026 in Review

Triad Wealth Partners reduced its Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) stake by 0.33% in Q1 2026, selling an estimated $1.2K and leaving 13,253 shares worth $359K. The position accounts for 0.03% of the portfolio, ranked #357.

Triad Wealth Partners first reported a position in TJAN in Q2 2025 and has held it in 4 quarters since. The position peaked at $363K in Q4 2025. 26 funds tracked by Wall St. Rank hold TJAN as of Q1 2026.

  • Triad Wealth Partners held 13,253 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2027 worth $359K as of Q1 2026.
  • Triad Wealth Partners sold 44 Innovator Equity Defined Protection ETF - 2 Yr to January 2027 shares in Q1 2026, an estimated $1.2K.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2027 made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #357 holding.
  • Triad Wealth Partners first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2027 in Q2 2025 and has held it in 4 quarters since.
  • Triad Wealth Partners's Innovator Equity Defined Protection ETF - 2 Yr to January 2027 position peaked at $363K 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 Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.