CWMK
ZJAN

Caliber Wealth Management (Kansas)’s Innovator Equity Defined Protection ETF - 1 Yr January ZJAN Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio ZJAN Stock Details ZJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03M Hold
36,616
– – 0.1% 136
2026
Q1 		$998K Hold
36,616
– – 0.11% 131
2025
Q4 		$1M Buy
+36,616
New +$992K 0.11% 133

Other funds holding ZJAN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s ZJAN Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) held its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) position steady in Q2 2026 at 36,616 shares worth $1.03M. The position accounts for 0.1% of the portfolio, ranked #136.

Caliber Wealth Management (Kansas) first reported a position in ZJAN in Q4 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold ZJAN as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 36,616 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $1.03M as of Q2 2026.
  • Caliber Wealth Management (Kansas) left its Innovator Equity Defined Protection ETF - 1 Yr January share count unchanged in Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr January made up 0.1% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #136 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q4 2025 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.