KWM
ZJAN

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

Kingsview 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
Q1 		$233K Sell
8,536
-117
-1% -$3.21K ﹤0.01% 1194
2025
Q4 		$237K Buy
+8,653
New +$234K ﹤0.01% 1102

Other funds holding ZJAN

NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kingsview Wealth Management's ZJAN Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) stake by 1.4% in Q1 2026, selling an estimated $3.21K and leaving 8,536 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Kingsview Wealth Management first reported a position in ZJAN in Q4 2025 and has held it in 2 quarters since. The position peaked at $237K in Q4 2025. 62 funds tracked by Wall St. Rank hold ZJAN as of Q1 2026.

  • Kingsview Wealth Management held 8,536 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $233K as of Q1 2026.
  • Kingsview Wealth Management sold 117 Innovator Equity Defined Protection ETF - 1 Yr January shares in Q1 2026, an estimated $3.21K.
  • Innovator Equity Defined Protection ETF - 1 Yr January made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1194 holding.
  • Kingsview Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q4 2025 and has held it in 2 quarters since.
  • Kingsview Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr January position peaked at $237K in Q4 2025.
  • 62 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.