UBS Group
TJAN

UBS Group’s Innovator Equity Defined Protection ETF - 2 Yr to January 2027 TJAN Stock Holding History

UBS Group’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 		$8.73K Sell
322
-1,687
-84% -$46.1K ﹤0.01% 8489
2025
Q4 		$54.9K Sell
2,009
-1,971
-50% -$53.5K ﹤0.01% 7175
2025
Q3 		$108K Buy
3,980
+1,481
+59% +$39.5K ﹤0.01% 7069
2025
Q2 		$65.8K Buy
+2,499
New +$64.1K ﹤0.01% 7555

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 $71.6B AUM 21.08% 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

UBS Group's TJAN Position: Q1 2026 in Review

UBS Group reduced its Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) stake by 84% in Q1 2026, selling an estimated $46.1K and leaving 322 shares worth $8.73K. The position accounts for ﹤0.01% of the portfolio, ranked #8489.

UBS Group first reported a position in TJAN in Q2 2025 and has held it in 4 quarters since. The position peaked at $108K in Q3 2025. 26 funds tracked by Wall St. Rank hold TJAN as of Q1 2026.

  • UBS Group held 322 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2027 worth $8.73K as of Q1 2026.
  • UBS Group sold 1,687 Innovator Equity Defined Protection ETF - 2 Yr to January 2027 shares in Q1 2026, an estimated $46.1K.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2027 made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8489 holding.
  • UBS Group 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.
  • UBS Group's Innovator Equity Defined Protection ETF - 2 Yr to January 2027 position peaked at $108K in Q3 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 UBS Group's 13F filing for Q1 2026, filed 5 May 2026.