Independent Financial Group’s Innovator Equity Defined Protection ETF - 1 Yr January ZJAN Stock Holding History

Independent Financial Group’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 Q3	$360K	Buy	12,656 +1,479	+13%	+$41.8K	0.01%	1165
2026 Q2	$313K	Buy	11,177 +854	+8%	+$23.7K	0.01%	1217
2026 Q1	$281K	Hold	10,323	–	–	0.01%	1195
2025 Q4	$282K	Hold	10,323	–	–	0.01%	1180
2025 Q3	$277K	Hold	10,323	–	–	0.01%	1128
2025 Q2	$272K	Hold	10,323	–	–	0.01%	1082
2025 Q1	$263K	Buy	+10,323	New	+$266K	0.01%	985

Other funds holding ZJAN

LWA

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CNBT

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Independent Financial Group's ZJAN Position: Q3 2026 in Review

Independent Financial Group increased its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) stake by 13% in Q3 2026, buying an estimated $41.8K and bringing the position to 12,656 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #1165.

Independent Financial Group first reported a position in ZJAN in Q1 2025 and has held it in 7 quarters since. 7 funds tracked by Wall St. Rank hold ZJAN as of Q3 2026.

Independent Financial Group held 12,656 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $360K as of Q3 2026.
Independent Financial Group bought 1,479 Innovator Equity Defined Protection ETF - 1 Yr January shares in Q3 2026, an estimated $41.8K.
Innovator Equity Defined Protection ETF - 1 Yr January made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1165 holding.
Independent Financial Group first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q1 2025 and has held it in 7 quarters since.
7 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.