CWG
ZJAN

Cornerstone Wealth Group’s Innovator Equity Defined Protection ETF - 1 Yr January ZJAN Stock Holding History

Cornerstone Wealth Group’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 		$378K Hold
13,650
– – 0.02% 277
2025
Q4 		$373K Sell
13,650
-7,785
-36% -$211K 0.03% 246
2025
Q3 		$576K Hold
21,435
– – 0.04% 185
2025
Q2 		$564K Hold
21,435
– – 0.04% 175
2025
Q1 		$547K Buy
+21,435
New +$551K 0.05% 169

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 $2.03B AUM 23.67% 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

Cornerstone Wealth Group's ZJAN Position: Q1 2026 in Review

Cornerstone Wealth Group held its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) position steady in Q1 2026 at 13,650 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #277.

Cornerstone Wealth Group first reported a position in ZJAN in Q1 2025 and has held it in 5 quarters since. The position peaked at $576K in Q3 2025. 62 funds tracked by Wall St. Rank hold ZJAN as of Q1 2026.

  • Cornerstone Wealth Group held 13,650 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $378K as of Q1 2026.
  • Cornerstone Wealth Group left its Innovator Equity Defined Protection ETF - 1 Yr January share count unchanged in Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr January made up 0.02% of Cornerstone Wealth Group's portfolio in Q1 2026, its #277 holding.
  • Cornerstone Wealth Group first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q1 2025 and has held it in 5 quarters since.
  • Cornerstone Wealth Group's Innovator Equity Defined Protection ETF - 1 Yr January position peaked at $576K in Q3 2025.
  • 62 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.