Advisor OS’s Innovator Equity Defined Protection ETF - 1 Yr June ZJUN Stock Holding History

Advisor OS’s Portfolio ZJUN Stock Details ZJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.1M	Buy	+75,570	New	+$2.09M	0.14%	106

Other funds holding ZJUN

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $170M AUM 12.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

IWMO

Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return

Advisor OS's ZJUN Position: Q3 2026 in Review

Advisor OS opened a new position in Innovator Equity Defined Protection ETF - 1 Yr June (ZJUN) in Q3 2026: 75,570 shares worth $2.1M. The stake represents 0.14% of the portfolio and ranks #106 among its holdings.

46 funds tracked by Wall St. Rank hold ZJUN as of Q3 2026.

Advisor OS held 75,570 shares of Innovator Equity Defined Protection ETF - 1 Yr June worth $2.1M as of Q3 2026.
Innovator Equity Defined Protection ETF - 1 Yr June was a new Advisor OS position in Q3 2026.
Innovator Equity Defined Protection ETF - 1 Yr June made up 0.14% of Advisor OS's portfolio in Q3 2026, its #106 holding.
46 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr June as of Q3 2026.

Based on Advisor OS's 13F filing for Q3 2026, filed 3 Nov 2026.