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
Q2 		$338K Hold
12,090
– – ﹤0.01% 1628
2026
Q1 		$330K Buy
+12,090
New +$331K ﹤0.01% 1429

Other funds holding ZJAN

Commonwealth Equity Services
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
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

Concurrent Investment Advisors's ZJAN Position: Q2 2026 in Review

Concurrent Investment Advisors held its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) position steady in Q2 2026 at 12,090 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

Concurrent Investment Advisors first reported a position in ZJAN in Q1 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold ZJAN as of Q2 2026.

  • Concurrent Investment Advisors held 12,090 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $338K as of Q2 2026.
  • Concurrent Investment Advisors 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 Concurrent Investment Advisors's portfolio in Q2 2026, its #1628 holding.
  • Concurrent Investment Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q1 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.