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

Atlantic Private Wealth’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	$374K	Buy	+13,650	New	+$373K	0.23%	42
2025 Q3	–	Sell	-5,790	Closed	-$151K	–	258
2025 Q2	$151K	Buy	+5,790	New	+$150K	0.1%	57

Other funds holding ZJUN

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

HBS

Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Atlantic Private Wealth's ZJUN Position: Q2 2026 in Review

Atlantic Private Wealth opened a new position in Innovator Equity Defined Protection ETF - 1 Yr June (ZJUN) in Q2 2026: 13,650 shares worth $374K. The stake represents 0.23% of the portfolio and ranks #42 among its holdings. This is a return to the name: Atlantic Private Wealth previously reported a position in ZJUN as recently as Q2 2025.

Atlantic Private Wealth first reported a position in ZJUN in Q2 2025 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold ZJUN as of Q2 2026.

Atlantic Private Wealth held 13,650 shares of Innovator Equity Defined Protection ETF - 1 Yr June worth $374K as of Q2 2026.
Innovator Equity Defined Protection ETF - 1 Yr June was a new Atlantic Private Wealth position in Q2 2026.
Innovator Equity Defined Protection ETF - 1 Yr June made up 0.23% of Atlantic Private Wealth's portfolio in Q2 2026, its #42 holding.
Atlantic Private Wealth first reported a position in Innovator Equity Defined Protection ETF - 1 Yr June in Q2 2025 and has held it in 2 quarters since.
83 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr June as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.