HighTower Advisors, LLC TJAN — INNOVATOR ETFS TRUST

Ownership history in HighTower Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

HighTower Advisors, LLC reported INNOVATOR ETFS TRUST (TJAN) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows TJAN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TJAN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HighTower Advisors, LLC's position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TJAN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TJAN stock page HighTower Advisors, LLC fund profile HighTower Advisors, LLC full holdings
How HighTower Advisors, LLC held TJAN — position size vs. price
% of Fund (quarterly)    TJAN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 63,479 — 0% 0.00% $1.7M 2026-05-05 $27.89
2025 Q4 REDUCED — — — 63,479 -1,485 -2.3% 0.00% $1.7M 2026-02-06 $27.43
2025 Q3 REDUCED — — — 64,964 -377 -0.6% 0.00% $1.8M 2025-11-07 $27.06
2025 Q2 UNCHANGED — — — 65,341 — 0% 0.00% $1.7M 2025-08-11 $26.62
2025 Q1 INITIATED — — — 65,341 — — 0.00% $1.7M 2025-05-13 $25.74

🏢 Other funds also holding TJAN

As of 2026 Q1 — sorted by position size

Atlantic Private Wealth, LLC 3Y 0.43% GILL CAPITAL PARTNERS, LLC 3Y 0.22% Cypress Wealth Services, LLC 3Y 7Y 0.12% SMI Advisory Services, LLC 3Y 0.08% Brookstone Capital Management 3Y 7Y 0.05% Triad Wealth Partners, LLC 0.03% Mutual Advisors, LLC 3Y 7Y 0.01% Abound Wealth Management 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About HighTower Advisors, LLC and TJAN

These are the practical questions this page is built to answer before you even open the full history table.

How long has HighTower Advisors, LLC reported owning TJAN?

HighTower Advisors, LLC reported TJAN across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported TJAN position in HighTower Advisors, LLC's portfolio?

The largest reported portfolio weight for TJAN was 0.00% in 2025 Q1.

What is the latest reported TJAN position on this page?

The most recent filing on this page is 2026 Q1, when HighTower Advisors, LLC reported 63,479 shares, equal to 0.00% of portfolio, with an estimated market value of $1.7M.

What does the chart on this TJAN ownership page compare?

The chart compares HighTower Advisors, LLC's quarterly TJAN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HighTower Advisors, LLC time their TJAN position?

Based on 13F filing dates vs. subsequent TJAN price moves, HighTower Advisors, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on TJAN relative to SPY over the holding period was -13.4%.

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