BFC Planning, Inc.’s Innovator Equity Defined Protection ETF - 1 Yr June ZJUN Stock Holding History

BFC Planning, Inc.’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	$13.3K	Buy	487 +84	+21%	+$2.29K	﹤0.01%	2219
2026 Q1	$10.8K	Hold	403	–	–	﹤0.01%	2003
2025 Q4	$10.8K	Hold	403	–	–	﹤0.01%	2038
2025 Q3	$10.7K	Hold	403	–	–	﹤0.01%	1890
2025 Q2	$10.5K	Buy	+403	New	+$10.4K	﹤0.01%	1777

Other funds holding ZJUN

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

BFC Planning, Inc.'s ZJUN Position: Q2 2026 in Review

BFC Planning, Inc. increased its Innovator Equity Defined Protection ETF - 1 Yr June (ZJUN) stake by 21% in Q2 2026, buying an estimated $2.29K and bringing the position to 487 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2219.

BFC Planning, Inc. first reported a position in ZJUN in Q2 2025 and has held it in 5 quarters since. 85 funds tracked by Wall St. Rank hold ZJUN as of Q2 2026.

BFC Planning, Inc. held 487 shares of Innovator Equity Defined Protection ETF - 1 Yr June worth $13.3K as of Q2 2026.
BFC Planning, Inc. bought 84 Innovator Equity Defined Protection ETF - 1 Yr June shares in Q2 2026, an estimated $2.29K.
Innovator Equity Defined Protection ETF - 1 Yr June made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2219 holding.
BFC Planning, Inc. first reported a position in Innovator Equity Defined Protection ETF - 1 Yr June in Q2 2025 and has held it in 5 quarters since.
85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr June as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.