BWM
ZJUN

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

Brown 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
Q1 		$904K Sell
33,582
-5,599
-14% -$151K 0.23% 54
2025
Q4 		$1.05M Buy
+39,181
New +$1.04M 0.28% 52

Other funds holding ZJUN

Envestnet Asset Management
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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Brown Wealth Management's ZJUN Position: Q1 2026 in Review

Brown Wealth Management reduced its Innovator Equity Defined Protection ETF - 1 Yr June (ZJUN) stake by 14% in Q1 2026, selling an estimated $151K and leaving 33,582 shares worth $904K. The position accounts for 0.23% of the portfolio, ranked #54.

Brown Wealth Management first reported a position in ZJUN in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.05M in Q4 2025. 33 funds tracked by Wall St. Rank hold ZJUN as of Q1 2026.

  • Brown Wealth Management held 33,582 shares of Innovator Equity Defined Protection ETF - 1 Yr June worth $904K as of Q1 2026.
  • Brown Wealth Management sold 5,599 Innovator Equity Defined Protection ETF - 1 Yr June shares in Q1 2026, an estimated $151K.
  • Innovator Equity Defined Protection ETF - 1 Yr June made up 0.23% of Brown Wealth Management's portfolio in Q1 2026, its #54 holding.
  • Brown Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr June in Q4 2025 and has held it in 2 quarters since.
  • Brown Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr June position peaked at $1.05M 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 Brown Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.