WTFG
TJAN

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

Wood Tarver Financial 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
2025
Q2 		– Sell
-2,917
Closed -$73.8K – 722
2025
Q1 		$73.8K Buy
+2,917
New +$74.6K 0.02% 231

Other funds holding TJAN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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

Wood Tarver Financial Group's TJAN Position: Q2 2025 in Review

Wood Tarver Financial Group sold out of Innovator Equity Defined Protection ETF - 2 Yr to January 2027 (TJAN) in Q2 2025, closing a stake of 2,917 shares — an estimated $73.8K sold.

Wood Tarver Financial Group first reported a position in TJAN in Q1 2025 and held it in 1 quarter. The position peaked at $73.8K in Q1 2025. 30 funds tracked by Wall St. Rank hold TJAN as of Q2 2025.

  • Wood Tarver Financial Group reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to January 2027 position as of Q2 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 2,917 Innovator Equity Defined Protection ETF - 2 Yr to January 2027 shares in Q2 2025, an estimated $73.8K.
  • Wood Tarver Financial Group first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to January 2027 in Q1 2025 and held it in 1 quarter.
  • Wood Tarver Financial Group's Innovator Equity Defined Protection ETF - 2 Yr to January 2027 position peaked at $73.8K in Q1 2025.
  • 30 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to January 2027 as of Q2 2025.

Based on Wood Tarver Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.