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 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

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

Independent Financial Group's ZJAN Position: Q2 2026 in Review

Independent Financial Group increased its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) stake by 8.3% in Q2 2026, buying an estimated $23.7K and bringing the position to 11,177 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #1217.

Independent Financial Group first reported a position in ZJAN in Q1 2025 and has held it in 6 quarters since. 33 funds tracked by Wall St. Rank hold ZJAN as of Q2 2026.

Independent Financial Group held 11,177 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $313K as of Q2 2026.
Independent Financial Group bought 854 Innovator Equity Defined Protection ETF - 1 Yr January shares in Q2 2026, an estimated $23.7K.
Innovator Equity Defined Protection ETF - 1 Yr January made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1217 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 6 quarters since.
33 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.