CNBT
ZJAN

Canandaigua National Bank & Trust’s Innovator Equity Defined Protection ETF - 1 Yr January ZJAN Stock Holding History

Canandaigua National Bank & Trust’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 		$227K Buy
+8,100
New +$225K 0.02% 292

Other funds holding ZJAN

AIC
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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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Canandaigua National Bank & Trust's ZJAN Position: Q2 2026 in Review

Canandaigua National Bank & Trust opened a new position in Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) in Q2 2026: 8,100 shares worth $227K. The stake represents 0.02% of the portfolio and ranks #292 among its holdings.

42 funds tracked by Wall St. Rank hold ZJAN as of Q2 2026.

  • Canandaigua National Bank & Trust held 8,100 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $227K as of Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr January was a new Canandaigua National Bank & Trust position in Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr January made up 0.02% of Canandaigua National Bank & Trust's portfolio in Q2 2026, its #292 holding.
  • 42 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q2 2026.

Based on Canandaigua National Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.