Commonwealth Equity Services’s Innovator Equity Defined Protection ETF - 1 Yr January ZJAN Stock Holding History

Commonwealth Equity Services’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	$1.69M	Sell	60,398 -8,158	-12%	-$227K	﹤0.01%	2275
2026 Q1	$1.87M	Buy	68,556 +20,787	+44%	+$570K	﹤0.01%	2069
2025 Q4	$1.31M	Buy	47,769 +4,057	+9%	+$110K	﹤0.01%	2360
2025 Q3	$1.18M	Sell	43,712 -34,608	-44%	-$921K	﹤0.01%	2467
2025 Q2	$2.06M	Sell	78,320 -11,611	-13%	-$299K	﹤0.01%	1962
2025 Q1	$2.29M	Buy	+89,931	New	+$2.31M	﹤0.01%	1816

Other funds holding ZJAN

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

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

Commonwealth Equity Services's ZJAN Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) stake by 12% in Q2 2026, selling an estimated $227K and leaving 60,398 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2275.

Commonwealth Equity Services first reported a position in ZJAN in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.29M in Q1 2025. 33 funds tracked by Wall St. Rank hold ZJAN as of Q2 2026.

Commonwealth Equity Services held 60,398 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $1.69M as of Q2 2026.
Commonwealth Equity Services sold 8,158 Innovator Equity Defined Protection ETF - 1 Yr January shares in Q2 2026, an estimated $227K.
Innovator Equity Defined Protection ETF - 1 Yr January made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2275 holding.
Commonwealth Equity Services first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q1 2025 and has held it in 6 quarters since.
Commonwealth Equity Services's Innovator Equity Defined Protection ETF - 1 Yr January position peaked at $2.29M in Q1 2025.
33 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.