Comprehensive Financial Consultants Institutional’s Innovator Equity Defined Protection ETF - 1 Yr January ZJAN Stock Holding History

Comprehensive Financial Consultants Institutional’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	$347K	Hold	12,399	–	–	0.09%	157
2026 Q1	$338K	Buy	12,399 +3,462	+39%	+$94.9K	0.1%	154
2025 Q4	$245K	Hold	8,937	–	–	0.07%	177
2025 Q3	$240K	Hold	8,937	–	–	0.07%	172
2025 Q2	$235K	Hold	8,937	–	–	0.08%	172
2025 Q1	$228K	Buy	+8,937	New	+$230K	0.08%	169

Other funds holding ZJAN

AIC

Archer Investment Corporation Carmel, Indiana $508M AUM 24.79% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Comprehensive Financial Consultants Institutional's ZJAN Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional held its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) position steady in Q2 2026 at 12,399 shares worth $347K. The position accounts for 0.09% of the portfolio, ranked #157.

Comprehensive Financial Consultants Institutional first reported a position in ZJAN in Q1 2025 and has held it in 6 quarters since. 36 funds tracked by Wall St. Rank hold ZJAN as of Q2 2026.

Comprehensive Financial Consultants Institutional held 12,399 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $347K as of Q2 2026.
Comprehensive Financial Consultants Institutional 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 0.09% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #157 holding.
Comprehensive Financial Consultants Institutional first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q1 2025 and has held it in 6 quarters since.
36 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.