AWM
ZJAN

Abound Wealth Management’s Innovator Equity Defined Protection ETF - 1 Yr January ZJAN Stock Holding History

Abound Wealth Management’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
Q2 		– Sell
-341
Closed -$9.3K – 1594
2026
Q1 		$9.3K Buy
+341
New +$9.35K ﹤0.01% 569

Other funds holding ZJAN

Commonwealth Equity Services
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
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

Abound Wealth Management's ZJAN Position: Q2 2026 in Review

Abound Wealth Management sold out of Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) in Q2 2026, closing a stake of 341 shares — an estimated $9.3K sold.

Abound Wealth Management first reported a position in ZJAN in Q1 2026 and held it in 1 quarter. The position peaked at $9.3K in Q1 2026. 33 funds tracked by Wall St. Rank hold ZJAN as of Q2 2026.

  • Abound Wealth Management reported no remaining Innovator Equity Defined Protection ETF - 1 Yr January position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 341 Innovator Equity Defined Protection ETF - 1 Yr January shares in Q2 2026, an estimated $9.3K.
  • Abound Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q1 2026 and held it in 1 quarter.
  • Abound Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr January position peaked at $9.3K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.