Farther Finance Advisors’s Innovator Equity Defined Protection ETF - 1 Yr January ZJAN Stock Holding History

Farther Finance Advisors’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	$465K	Sell	16,628 -2,166	-12%	-$60.2K	﹤0.01%	1614
2026 Q1	$513K	Sell	18,794 -571	-3%	-$15.7K	﹤0.01%	1376
2025 Q4	$530K	Hold	19,365	–	–	0.01%	1269
2025 Q3	$520K	Hold	19,365	–	–	0.01%	1051
2025 Q2	$510K	Buy	+19,365	New	+$499K	0.01%	899

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Farther Finance Advisors's ZJAN Position: Q2 2026 in Review

Farther Finance Advisors reduced its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) stake by 12% in Q2 2026, selling an estimated $60.2K and leaving 16,628 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

Farther Finance Advisors first reported a position in ZJAN in Q2 2025 and has held it in 5 quarters since. The position peaked at $530K in Q4 2025. 34 funds tracked by Wall St. Rank hold ZJAN as of Q2 2026.

Farther Finance Advisors held 16,628 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $465K as of Q2 2026.
Farther Finance Advisors sold 2,166 Innovator Equity Defined Protection ETF - 1 Yr January shares in Q2 2026, an estimated $60.2K.
Innovator Equity Defined Protection ETF - 1 Yr January made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1614 holding.
Farther Finance Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q2 2025 and has held it in 5 quarters since.
Farther Finance Advisors's Innovator Equity Defined Protection ETF - 1 Yr January position peaked at $530K in Q4 2025.
34 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.