KFG
ZJAN

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

Kelly 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 		$547K Hold
19,522
– – 0.12% 56
2026
Q1 		$532K Buy
+19,522
New +$535K 0.13% 52

Other funds holding ZJAN

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
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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Kelly Financial Group held its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) position steady in Q2 2026 at 19,522 shares worth $547K. The position accounts for 0.12% of the portfolio, ranked #56.

Kelly Financial Group first reported a position in ZJAN in Q1 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold ZJAN as of Q2 2026.

  • Kelly Financial Group held 19,522 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $547K as of Q2 2026.
  • Kelly Financial Group left its Innovator Equity Defined Protection ETF - 1 Yr January share count unchanged in Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr January made up 0.12% of Kelly Financial Group's portfolio in Q2 2026, its #56 holding.
  • Kelly Financial Group first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q1 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.