AssuredPartners Investment Advisors’s Innovator Equity Defined Protection ETF - 1 Yr June ZJUN Stock Holding History

AssuredPartners Investment Advisors’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 Q1	–	Sell	-20,792	Closed	-$558K	–	436
2025 Q4	$558K	Hold	20,792	–	–	0.08%	194
2025 Q3	$551K	Hold	20,792	–	–	0.12%	123
2025 Q2	$542K	Buy	+20,792	New	+$539K	0.13%	120

Other funds holding ZJUN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

BWM

Brown Wealth Management Naperville, Illinois $389M AUM 14.16% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return

AssuredPartners Investment Advisors's ZJUN Position: Q1 2026 in Review

AssuredPartners Investment Advisors sold out of Innovator Equity Defined Protection ETF - 1 Yr June (ZJUN) in Q1 2026, closing a stake of 20,792 shares — an estimated $558K sold.

AssuredPartners Investment Advisors first reported a position in ZJUN in Q2 2025 and held it in 3 quarters. The position peaked at $558K in Q4 2025. 33 funds tracked by Wall St. Rank hold ZJUN as of Q1 2026.

AssuredPartners Investment Advisors reported no remaining Innovator Equity Defined Protection ETF - 1 Yr June position as of Q1 2026 after selling out during the quarter.
AssuredPartners Investment Advisors sold 20,792 Innovator Equity Defined Protection ETF - 1 Yr June shares in Q1 2026, an estimated $558K.
AssuredPartners Investment Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr June in Q2 2025 and held it in 3 quarters.
AssuredPartners Investment Advisors's Innovator Equity Defined Protection ETF - 1 Yr June position peaked at $558K in Q4 2025.
33 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr June as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.