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
Q2 		$297K Buy
10,594
+2,058
+24% +$57.2K ﹤0.01% 1201
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 $33.6B AUM 31.03% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Kingsview Wealth Management increased its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) stake by 24% in Q2 2026, buying an estimated $57.2K and bringing the position to 10,594 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Kingsview Wealth Management first reported a position in ZJAN in Q4 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold ZJAN as of Q2 2026.

  • Kingsview Wealth Management held 10,594 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $297K as of Q2 2026.
  • Kingsview Wealth Management bought 2,058 Innovator Equity Defined Protection ETF - 1 Yr January shares in Q2 2026, an estimated $57.2K.
  • Innovator Equity Defined Protection ETF - 1 Yr January made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1201 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 3 quarters since.
  • 63 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.