IWMO
ZJUN

Integrated Wealth Management (Ohio)’s Innovator Equity Defined Protection ETF - 1 Yr June ZJUN Stock Holding History

Integrated Wealth Management (Ohio)’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
Q2 		$1.37M Buy
+50,102
New +$1.37M 1.45% 20

Other funds holding ZJUN

NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Integrated Wealth Management (Ohio)'s ZJUN Position: Q2 2026 in Review

Integrated Wealth Management (Ohio) opened a new position in Innovator Equity Defined Protection ETF - 1 Yr June (ZJUN) in Q2 2026: 50,102 shares worth $1.37M. The stake represents 1.45% of the portfolio and ranks #20 among its holdings.

83 funds tracked by Wall St. Rank hold ZJUN as of Q2 2026.

  • Integrated Wealth Management (Ohio) held 50,102 shares of Innovator Equity Defined Protection ETF - 1 Yr June worth $1.37M as of Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr June was a new Integrated Wealth Management (Ohio) position in Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr June made up 1.45% of Integrated Wealth Management (Ohio)'s portfolio in Q2 2026, its #20 holding.
  • 83 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr June as of Q2 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 11 Aug 2026.