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
Q2 		$570K Buy
20,815
+10,115
+95% +$276K 0.06% 129
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

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return
BWM
Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return

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

KFG Wealth Management increased its Innovator Equity Defined Protection ETF - 1 Yr June (ZJUN) stake by 95% in Q2 2026, buying an estimated $276K and bringing the position to 20,815 shares worth $570K. The position accounts for 0.06% of the portfolio, ranked #129.

KFG Wealth Management first reported a position in ZJUN in Q4 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold ZJUN as of Q2 2026.

  • KFG Wealth Management held 20,815 shares of Innovator Equity Defined Protection ETF - 1 Yr June worth $570K as of Q2 2026.
  • KFG Wealth Management bought 10,115 Innovator Equity Defined Protection ETF - 1 Yr June shares in Q2 2026, an estimated $276K.
  • Innovator Equity Defined Protection ETF - 1 Yr June made up 0.06% of KFG Wealth Management's portfolio in Q2 2026, its #129 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 3 quarters since.
  • 40 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr June as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.