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Innovative Advisory Group’s Innovator Equity Defined Protection ETF - 1 Yr June ZJUN Stock Holding History

Innovative Advisory Group’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
Q3 		$5.45M Buy
+196,489
New +$5.42M 3.96% 3

Other funds holding ZJUN

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Innovative Advisory Group's ZJUN Position: Q3 2026 in Review

Innovative Advisory Group opened a new position in Innovator Equity Defined Protection ETF - 1 Yr June (ZJUN) in Q3 2026: 196,489 shares worth $5.45M. The stake represents 3.96% of the portfolio and ranks #3 among its holdings.

10 funds tracked by Wall St. Rank hold ZJUN as of Q3 2026.

  • Innovative Advisory Group held 196,489 shares of Innovator Equity Defined Protection ETF - 1 Yr June worth $5.45M as of Q3 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr June was a new Innovative Advisory Group position in Q3 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr June made up 3.96% of Innovative Advisory Group's portfolio in Q3 2026, its #3 holding.
  • 10 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr June as of Q3 2026.

Based on Innovative Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.