GFA
ZJUN

Gallagher Fiduciary Advisors’s Innovator Equity Defined Protection ETF - 1 Yr June ZJUN Stock Holding History

Gallagher Fiduciary Advisors’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 		$263K Buy
9,594
+2,025
+27% +$55.3K 0.01% 316
2026
Q1 		$204K Hold
7,569
– – 0.01% 323
2025
Q4 		$203K Hold
7,569
– – 0.01% 317
2025
Q3 		$200K Buy
+7,569
New +$199K 0.01% 299

Other funds holding ZJUN

NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Gallagher Fiduciary Advisors's ZJUN Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its Innovator Equity Defined Protection ETF - 1 Yr June (ZJUN) stake by 27% in Q2 2026, buying an estimated $55.3K and bringing the position to 9,594 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #316.

Gallagher Fiduciary Advisors first reported a position in ZJUN in Q3 2025 and has held it in 4 quarters since. 83 funds tracked by Wall St. Rank hold ZJUN as of Q2 2026.

  • Gallagher Fiduciary Advisors held 9,594 shares of Innovator Equity Defined Protection ETF - 1 Yr June worth $263K as of Q2 2026.
  • Gallagher Fiduciary Advisors bought 2,025 Innovator Equity Defined Protection ETF - 1 Yr June shares in Q2 2026, an estimated $55.3K.
  • Innovator Equity Defined Protection ETF - 1 Yr June made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #316 holding.
  • Gallagher Fiduciary Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr June in Q3 2025 and has held it in 4 quarters since.
  • 83 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr June as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.