Corient Private Wealth
ZJUN

Corient Private Wealth’s Innovator Equity Defined Protection ETF - 1 Yr June ZJUN Stock Holding History

Corient Private Wealth’s Portfolio ZJUN Stock Details ZJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$323K Sell
12,000
-12,000
-50% -$323K ﹤0.01% 2283
2025
Q4 		$644K Buy
24,000
+12,000
+100% +$320K ﹤0.01% 2161
2025
Q3 		$318K Hold
12,000
– – ﹤0.01% 2081
2025
Q2 		$313K Buy
+12,000
New +$311K ﹤0.01% 1967

Other funds holding ZJUN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BWM
Brown Wealth Management Naperville, Illinois $389M AUM 14.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return

Corient Private Wealth's ZJUN Position: Q1 2026 in Review

Corient Private Wealth reduced its Innovator Equity Defined Protection ETF - 1 Yr June (ZJUN) stake by 50% in Q1 2026, selling an estimated $323K and leaving 12,000 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #2283.

Corient Private Wealth first reported a position in ZJUN in Q2 2025 and has held it in 4 quarters since. The position peaked at $644K in Q4 2025. 33 funds tracked by Wall St. Rank hold ZJUN as of Q1 2026.

  • Corient Private Wealth held 12,000 shares of Innovator Equity Defined Protection ETF - 1 Yr June worth $323K as of Q1 2026.
  • Corient Private Wealth sold 12,000 Innovator Equity Defined Protection ETF - 1 Yr June shares in Q1 2026, an estimated $323K.
  • Innovator Equity Defined Protection ETF - 1 Yr June made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2283 holding.
  • Corient Private Wealth first reported a position in Innovator Equity Defined Protection ETF - 1 Yr June in Q2 2025 and has held it in 4 quarters since.
  • Corient Private Wealth's Innovator Equity Defined Protection ETF - 1 Yr June position peaked at $644K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr June as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.