AWM
ZJUN

AE Wealth Management’s Innovator Equity Defined Protection ETF - 1 Yr June ZJUN Stock Holding History

AE Wealth Management’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
Q2 		$9.71M Buy
+354,439
New +$9.68M 0.05% 312

Other funds holding ZJUN

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return

AE Wealth Management's ZJUN Position: Q2 2026 in Review

AE Wealth Management opened a new position in Innovator Equity Defined Protection ETF - 1 Yr June (ZJUN) in Q2 2026: 354,439 shares worth $9.71M. The stake represents 0.05% of the portfolio and ranks #312 among its holdings.

47 funds tracked by Wall St. Rank hold ZJUN as of Q2 2026.

  • AE Wealth Management held 354,439 shares of Innovator Equity Defined Protection ETF - 1 Yr June worth $9.71M as of Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr June was a new AE Wealth Management position in Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr June made up 0.05% of AE Wealth Management's portfolio in Q2 2026, its #312 holding.
  • 47 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr June as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.