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FLFS
ZJUN

Family Legacy Financial Solutions’s Innovator Equity Defined Protection ETF - 1 Yr June ZJUN Stock Holding History

Family Legacy Financial Solutions’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
$247K Hold
9,000
– – 0.15% 45
2026
Q1
$243K Hold
9,000
– – 0.2% 43
2025
Q4
$242K Hold
9,000
– – 0.19% 50
2025
Q3
$238K Buy
+9,000
New +$237K 0.18% 48

Other funds holding ZJUN

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
LWA
Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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