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

Lineweaver Wealth Advisors’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	$1.15M	Hold	41,103	–	–	0.14%	112
2026 Q1	$1.12M	Buy	41,103 +17,243	+72%	+$473K	0.15%	102
2025 Q4	$653K	Hold	23,860	–	–	0.09%	130
2025 Q3	$641K	Hold	23,860	–	–	0.09%	123
2025 Q2	$628K	Hold	23,860	–	–	0.1%	113
2025 Q1	$609K	Buy	+23,860	New	+$614K	0.1%	106

Other funds holding ZJAN

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

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

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Lineweaver Wealth Advisors's ZJAN Position: Q2 2026 in Review

Lineweaver Wealth Advisors held its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) position steady in Q2 2026 at 41,103 shares worth $1.15M. The position accounts for 0.14% of the portfolio, ranked #112.

Lineweaver Wealth Advisors first reported a position in ZJAN in Q1 2025 and has held it in 6 quarters since. 33 funds tracked by Wall St. Rank hold ZJAN as of Q2 2026.

Lineweaver Wealth Advisors held 41,103 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $1.15M as of Q2 2026.
Lineweaver Wealth Advisors left its Innovator Equity Defined Protection ETF - 1 Yr January share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 1 Yr January made up 0.14% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #112 holding.
Lineweaver Wealth Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q1 2025 and has held it in 6 quarters since.
33 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.