VWM
TJAN

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

VanWeelden 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
2025
Q1 		$16.3M Buy
+645,628
New +$16.5M 14.53% 1

Other funds holding TJAN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
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
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

VanWeelden Wealth Management's TJAN Position: Q1 2025 in Review

VanWeelden Wealth Management opened a new position in Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) in Q1 2025: 645,628 shares worth $16.3M. The stake represents 14.53% of the portfolio and ranks #1 among its holdings.

30 funds tracked by Wall St. Rank hold TJAN as of Q1 2025.

  • VanWeelden Wealth Management held 645,628 shares of Innovator Equity Defined Protection ETF - 2 Yr to January 2027 worth $16.3M as of Q1 2025.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2027 was a new VanWeelden Wealth Management position in Q1 2025.
  • Innovator Equity Defined Protection ETF - 2 Yr to January 2027 made up 14.53% of VanWeelden Wealth Management's portfolio in Q1 2025, its #1 holding.
  • 30 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2027 as of Q1 2025.

Based on VanWeelden Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.