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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BWM
Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Gallagher Fiduciary Advisors's ZJUN Position: Q1 2026 in Review

Gallagher Fiduciary Advisors held its Innovator Equity Defined Protection ETF - 1 Yr June (ZJUN) position steady in Q1 2026 at 7,569 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #323.

Gallagher Fiduciary Advisors first reported a position in ZJUN in Q3 2025 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold ZJUN as of Q1 2026.

  • Gallagher Fiduciary Advisors held 7,569 shares of Innovator Equity Defined Protection ETF - 1 Yr June worth $204K as of Q1 2026.
  • Gallagher Fiduciary Advisors left its Innovator Equity Defined Protection ETF - 1 Yr June share count unchanged in Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr June made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #323 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 3 quarters since.
  • 34 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr June as of Q1 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2026, filed 15 May 2026.