KWM
ZJUN

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

KFG Wealth Management’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
Q1 		$288K Buy
10,700
+352
+3% +$9.48K 0.04% 179
2025
Q4 		$278K Buy
+10,348
New +$276K 0.04% 178

Other funds holding ZJUN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BWM
Brown Wealth Management Naperville, Illinois $389M AUM 14.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return

KFG Wealth Management's ZJUN Position: Q1 2026 in Review

KFG Wealth Management increased its Innovator Equity Defined Protection ETF - 1 Yr June (ZJUN) stake by 3.4% in Q1 2026, buying an estimated $9.48K and bringing the position to 10,700 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #179.

KFG Wealth Management first reported a position in ZJUN in Q4 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold ZJUN as of Q1 2026.

  • KFG Wealth Management held 10,700 shares of Innovator Equity Defined Protection ETF - 1 Yr June worth $288K as of Q1 2026.
  • KFG Wealth Management bought 352 Innovator Equity Defined Protection ETF - 1 Yr June shares in Q1 2026, an estimated $9.48K.
  • Innovator Equity Defined Protection ETF - 1 Yr June made up 0.04% of KFG Wealth Management's portfolio in Q1 2026, its #179 holding.
  • KFG Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr June in Q4 2025 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr June as of Q1 2026.

Based on KFG Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.