LWA
ZJUN

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

Lineweaver 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 		$1.23M Buy
44,743
+5,957
+15% +$163K 0.15% 108
2026
Q1 		$1.04M Hold
38,786
– – 0.14% 107
2025
Q4 		$1.04M Hold
38,786
– – 0.14% 105
2025
Q3 		$1.03M Hold
38,786
– – 0.15% 100
2025
Q2 		$1.01M Buy
+38,786
New +$1M 0.16% 94

Other funds holding ZJUN

CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $164M AUM 62.92% 1-Year Est. Return
KFG
Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Lineweaver Wealth Advisors increased its Innovator Equity Defined Protection ETF - 1 Yr June (ZJUN) stake by 15% in Q2 2026, buying an estimated $163K and bringing the position to 44,743 shares worth $1.23M. The position accounts for 0.15% of the portfolio, ranked #108.

Lineweaver Wealth Advisors first reported a position in ZJUN in Q2 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold ZJUN as of Q2 2026.

  • Lineweaver Wealth Advisors held 44,743 shares of Innovator Equity Defined Protection ETF - 1 Yr June worth $1.23M as of Q2 2026.
  • Lineweaver Wealth Advisors bought 5,957 Innovator Equity Defined Protection ETF - 1 Yr June shares in Q2 2026, an estimated $163K.
  • Innovator Equity Defined Protection ETF - 1 Yr June made up 0.15% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #108 holding.
  • Lineweaver Wealth Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr June in Q2 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr June as of Q2 2026.

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