IWM
ZJAN

IMG Wealth Management’s Innovator Equity Defined Protection ETF - 1 Yr January ZJAN Stock Holding History

IMG Wealth Management’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
Q1 		$18.5K Hold
680
– – 0.01% 246
2025
Q4 		$18.6K Buy
+680
New +$18.4K 0.01% 248

Other funds holding ZJAN

NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IMG Wealth Management's ZJAN Position: Q1 2026 in Review

IMG Wealth Management held its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) position steady in Q1 2026 at 680 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #246.

IMG Wealth Management first reported a position in ZJAN in Q4 2025 and has held it in 2 quarters since. The position peaked at $18.6K in Q4 2025. 62 funds tracked by Wall St. Rank hold ZJAN as of Q1 2026.

  • IMG Wealth Management held 680 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $18.5K as of Q1 2026.
  • IMG Wealth Management left its Innovator Equity Defined Protection ETF - 1 Yr January share count unchanged in Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr January made up 0.01% of IMG Wealth Management's portfolio in Q1 2026, its #246 holding.
  • IMG Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q4 2025 and has held it in 2 quarters since.
  • IMG Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr January position peaked at $18.6K in Q4 2025.
  • 62 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.