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 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

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 $31B AUM 28.39% 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 $79.5B AUM 27.1% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 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

Wealth Enhancement Advisory Services's ZJAN Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) in Q1 2026, closing a stake of 15,530 shares — an estimated $426K sold.

Wealth Enhancement Advisory Services first reported a position in ZJAN in Q1 2025 and held it in 4 quarters. The position peaked at $426K in Q4 2025. 62 funds tracked by Wall St. Rank hold ZJAN as of Q1 2026.

Wealth Enhancement Advisory Services reported no remaining Innovator Equity Defined Protection ETF - 1 Yr January position as of Q1 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 15,530 Innovator Equity Defined Protection ETF - 1 Yr January shares in Q1 2026, an estimated $426K.
Wealth Enhancement Advisory Services first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q1 2025 and held it in 4 quarters.
Wealth Enhancement Advisory Services's Innovator Equity Defined Protection ETF - 1 Yr January position peaked at $426K in Q4 2025.
62 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.