CIA
ZJAN

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

Concurrent Investment 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
Q1 		$330K Buy
+12,090
New +$331K ﹤0.01% 1429

Other funds holding ZJAN

NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Concurrent Investment Advisors's ZJAN Position: Q1 2026 in Review

Concurrent Investment Advisors opened a new position in Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) in Q1 2026: 12,090 shares worth $330K. The stake represents ﹤0.01% of the portfolio and ranks #1429 among its holdings.

62 funds tracked by Wall St. Rank hold ZJAN as of Q1 2026.

  • Concurrent Investment Advisors held 12,090 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $330K as of Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr January was a new Concurrent Investment Advisors position in Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr January made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1429 holding.
  • 62 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.