Wealth Enhancement Advisory Services
ZJAN icon

Wealth Enhancement Advisory Services’s Innovator Equity Defined Protection ETF - 1 Yr January ZJAN Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$203K Buy
+7,126
New +$201K ﹤0.01% 3735
2026
Q1 		– Sell
-15,530
Closed -$426K – 3917
2025
Q4 		$426K Hold
15,530
– – ﹤0.01% 2613
2025
Q3 		$418K Hold
15,530
– – ﹤0.01% 2506
2025
Q2 		$410K Hold
15,530
– – ﹤0.01% 2373
2025
Q1 		$396K Buy
+15,530
New +$400K ﹤0.01% 2216

Other funds holding ZJAN

LWA
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Wealth Enhancement Advisory Services's ZJAN Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) in Q3 2026: 7,126 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #3735 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in ZJAN as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in ZJAN in Q1 2025 and has held it in 5 quarters since. The position peaked at $426K in Q4 2025. 7 funds tracked by Wall St. Rank hold ZJAN as of Q3 2026.

  • Wealth Enhancement Advisory Services held 7,126 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $203K as of Q3 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr January was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr January made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3735 holding.
  • Wealth Enhancement Advisory Services first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q1 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Innovator Equity Defined Protection ETF - 1 Yr January position peaked at $426K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.