CWG
ZJUN

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

Cornerstone Wealth Group’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
Q2 		$892K Buy
32,548
+14,593
+81% +$399K 0.05% 176
2026
Q1 		$489K Hold
17,955
– – 0.03% 235
2025
Q4 		$482K Hold
17,955
– – 0.03% 216
2025
Q3 		$476K Hold
17,955
– – 0.03% 204
2025
Q2 		$468K Buy
+17,955
New +$465K 0.04% 191

Other funds holding ZJUN

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return
BWM
Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return

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

Cornerstone Wealth Group increased its Innovator Equity Defined Protection ETF - 1 Yr June (ZJUN) stake by 81% in Q2 2026, buying an estimated $399K and bringing the position to 32,548 shares worth $892K. The position accounts for 0.05% of the portfolio, ranked #176.

Cornerstone Wealth Group first reported a position in ZJUN in Q2 2025 and has held it in 5 quarters since. 40 funds tracked by Wall St. Rank hold ZJUN as of Q2 2026.

  • Cornerstone Wealth Group held 32,548 shares of Innovator Equity Defined Protection ETF - 1 Yr June worth $892K as of Q2 2026.
  • Cornerstone Wealth Group bought 14,593 Innovator Equity Defined Protection ETF - 1 Yr June shares in Q2 2026, an estimated $399K.
  • Innovator Equity Defined Protection ETF - 1 Yr June made up 0.05% of Cornerstone Wealth Group's portfolio in Q2 2026, its #176 holding.
  • Cornerstone Wealth Group first reported a position in Innovator Equity Defined Protection ETF - 1 Yr June in Q2 2025 and has held it in 5 quarters since.
  • 40 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr June as of Q2 2026.

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