WA
JANH icon

Whipplewood Advisors’s Innovator Premium Income 20 Barrier ETF January JANH Stock Holding History

Whipplewood Advisors’s Portfolio JANH Stock Details JANH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$785K Buy
31,743
+180
+0.6% +$4.47K 0.53% 55
2026
Q1 		$757K Buy
31,563
+1,175
+4% +$28.9K 0.39% 71
2025
Q4 		$749K Buy
30,388
+555
+2% +$13.8K 0.48% 69
2025
Q3 		$739K Buy
29,833
+818
+3% +$20.4K 0.49% 68
2025
Q2 		$715K Sell
29,015
-3,568
-11% -$86.8K 0.39% 72
2025
Q1 		$710K Buy
+32,583
New +$806K 0.42% 63

Other funds holding JANH

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
RCAL
Rose Capital Advisors LLC Miami Beach, Florida $200M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

Whipplewood Advisors's JANH Position: Q2 2026 in Review

Whipplewood Advisors increased its Innovator Premium Income 20 Barrier ETF January (JANH) stake by 0.57% in Q2 2026, buying an estimated $4.47K and bringing the position to 31,743 shares worth $785K. The position accounts for 0.53% of the portfolio, ranked #55.

Whipplewood Advisors first reported a position in JANH in Q1 2025 and has held it in 6 quarters since. 14 funds tracked by Wall St. Rank hold JANH as of Q2 2026.

  • Whipplewood Advisors held 31,743 shares of Innovator Premium Income 20 Barrier ETF January worth $785K as of Q2 2026.
  • Whipplewood Advisors bought 180 Innovator Premium Income 20 Barrier ETF January shares in Q2 2026, an estimated $4.47K.
  • Innovator Premium Income 20 Barrier ETF January made up 0.53% of Whipplewood Advisors's portfolio in Q2 2026, its #55 holding.
  • Whipplewood Advisors first reported a position in Innovator Premium Income 20 Barrier ETF January in Q1 2025 and has held it in 6 quarters since.
  • 14 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF January as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.