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

IFP 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	$66K	Hold	2,358	–	–	﹤0.01%	2228
2026 Q1	$64.3K	Hold	2,358	–	–	﹤0.01%	2111
2025 Q4	$64.5K	Sell	2,358 -77	-3%	-$2.09K	﹤0.01%	2046
2025 Q3	$65.4K	Sell	2,435 -2	-0.1%	-$53	﹤0.01%	1932
2025 Q2	$64.1K	Sell	2,437 -285	-10%	-$7.35K	﹤0.01%	1912
2025 Q1	$69.4K	Buy	+2,722	New	+$70K	﹤0.01%	1726

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

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

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

IFP Advisors's ZJAN Position: Q2 2026 in Review

IFP Advisors held its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) position steady in Q2 2026 at 2,358 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

IFP Advisors first reported a position in ZJAN in Q1 2025 and has held it in 6 quarters since. The position peaked at $69.4K in Q1 2025. 33 funds tracked by Wall St. Rank hold ZJAN as of Q2 2026.

IFP Advisors held 2,358 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $66K as of Q2 2026.
IFP Advisors left its Innovator Equity Defined Protection ETF - 1 Yr January share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 1 Yr January made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2228 holding.
IFP Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q1 2025 and has held it in 6 quarters since.
IFP Advisors's Innovator Equity Defined Protection ETF - 1 Yr January position peaked at $69.4K in Q1 2025.
33 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.