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 Q2	$382K	Hold	13,650	–	–	0.02%	290
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

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 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

Cornerstone Wealth Group's ZJAN Position: Q2 2026 in Review

Cornerstone Wealth Group held its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) position steady in Q2 2026 at 13,650 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #290.

Cornerstone Wealth Group first reported a position in ZJAN in Q1 2025 and has held it in 6 quarters since. The position peaked at $576K in Q3 2025. 33 funds tracked by Wall St. Rank hold ZJAN as of Q2 2026.

Cornerstone Wealth Group held 13,650 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $382K as of Q2 2026.
Cornerstone Wealth Group 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 0.02% of Cornerstone Wealth Group's portfolio in Q2 2026, its #290 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 6 quarters since.
Cornerstone Wealth Group's Innovator Equity Defined Protection ETF - 1 Yr January position peaked at $576K in Q3 2025.
33 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.