Central Valley Advisors’s Innovator Equity Defined Protection ETF - 1 Yr January ZJAN Stock Holding History

Central Valley Advisors’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	$628K	Sell	22,439 -1,720	-7%	-$47.8K	0.16%	106
2026 Q1	$659K	Buy	24,159 +1,000	+4%	+$27.4K	0.18%	85
2025 Q4	$634K	Buy	23,159 +12,646	+120%	+$343K	0.19%	88
2025 Q3	$283K	Hold	10,513	–	–	0.09%	129
2025 Q2	$277K	Buy	+10,513	New	+$271K	0.09%	118

Other funds holding ZJAN

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

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

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Central Valley Advisors's ZJAN Position: Q2 2026 in Review

Central Valley Advisors reduced its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) stake by 7.1% in Q2 2026, selling an estimated $47.8K and leaving 22,439 shares worth $628K. The position accounts for 0.16% of the portfolio, ranked #106.

Central Valley Advisors first reported a position in ZJAN in Q2 2025 and has held it in 5 quarters since. The position peaked at $659K in Q1 2026. 33 funds tracked by Wall St. Rank hold ZJAN as of Q2 2026.

Central Valley Advisors held 22,439 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $628K as of Q2 2026.
Central Valley Advisors sold 1,720 Innovator Equity Defined Protection ETF - 1 Yr January shares in Q2 2026, an estimated $47.8K.
Innovator Equity Defined Protection ETF - 1 Yr January made up 0.16% of Central Valley Advisors's portfolio in Q2 2026, its #106 holding.
Central Valley Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q2 2025 and has held it in 5 quarters since.
Central Valley Advisors's Innovator Equity Defined Protection ETF - 1 Yr January position peaked at $659K in Q1 2026.
33 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.