Cerity Partners’s Innovator Equity Defined Protection ETF - 1 Yr January ZJAN Stock Holding History

Cerity Partners’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	$1.09M	Hold	38,801	–	–	﹤0.01%	1949
2026 Q1	$1.06M	Hold	38,801	–	–	﹤0.01%	1831
2025 Q4	$1.06M	Hold	38,801	–	–	﹤0.01%	1689
2025 Q3	$1.04M	Hold	38,801	–	–	﹤0.01%	1584
2025 Q2	$1.02M	Buy	+38,801	New	+$1M	﹤0.01%	1515

Other funds holding ZJAN

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

AIC

Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Cerity Partners's ZJAN Position: Q2 2026 in Review

Cerity Partners held its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) position steady in Q2 2026 at 38,801 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

Cerity Partners first reported a position in ZJAN in Q2 2025 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold ZJAN as of Q2 2026.

Cerity Partners held 38,801 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $1.09M as of Q2 2026.
Cerity Partners 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 ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1949 holding.
Cerity Partners first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q2 2025 and has held it in 5 quarters since.
63 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.