KFG Wealth Management’s Innovator Equity Defined Protection ETF - 1 Yr January ZJAN Stock Holding History

KFG Wealth Management’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	$974K	Hold	34,800	–	–	0.11%	91
2026 Q1	$949K	Buy	34,800 +9,611	+38%	+$263K	0.12%	83
2025 Q4	$689K	Sell	25,189 -185	-0.7%	-$5.01K	0.09%	97
2025 Q3	$682K	Sell	25,374 -137	-0.5%	-$3.65K	0.1%	101
2025 Q2	$672K	Hold	25,511	–	–	0.11%	107
2025 Q1	$651K	Buy	+25,511	New	+$656K	0.12%	100

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

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

FFA

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

KFG Wealth Management's ZJAN Position: Q2 2026 in Review

KFG Wealth Management held its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) position steady in Q2 2026 at 34,800 shares worth $974K. The position accounts for 0.11% of the portfolio, ranked #91.

KFG Wealth Management 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.

KFG Wealth Management held 34,800 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $974K as of Q2 2026.
KFG Wealth Management 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 0.11% of KFG Wealth Management's portfolio in Q2 2026, its #91 holding.
KFG Wealth Management 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 KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.