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

Kingswood Wealth Advisors’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	$262K	Buy	9,562 +700	+8%	+$19.1K	0.01%	835
2026 Q1	$239K	Sell	8,862 -371	-4%	-$9.99K	0.01%	811
2025 Q4	$248K	Hold	9,233	–	–	0.01%	749
2025 Q3	$245K	Buy	+9,233	New	+$243K	0.01%	697

Other funds holding ZJUN

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

Kingswood Wealth Advisors's ZJUN Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Innovator Equity Defined Protection ETF - 1 Yr June (ZJUN) stake by 7.9% in Q2 2026, buying an estimated $19.1K and bringing the position to 9,562 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #835.

Kingswood Wealth Advisors first reported a position in ZJUN in Q3 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold ZJUN as of Q2 2026.

Kingswood Wealth Advisors held 9,562 shares of Innovator Equity Defined Protection ETF - 1 Yr June worth $262K as of Q2 2026.
Kingswood Wealth Advisors bought 700 Innovator Equity Defined Protection ETF - 1 Yr June shares in Q2 2026, an estimated $19.1K.
Innovator Equity Defined Protection ETF - 1 Yr June made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #835 holding.
Kingswood Wealth Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr June in Q3 2025 and has held it in 4 quarters since.
40 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr June as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.