LPL Financial
ZJUN

LPL Financial’s Innovator Equity Defined Protection ETF - 1 Yr June ZJUN Stock Holding History

LPL Financial’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 		$528K Buy
19,261
+4,625
+32% +$126K ﹤0.01% 4970
2026
Q1 		$394K Hold
14,636
– – ﹤0.01% 4976
2025
Q4 		$393K Hold
14,636
– – ﹤0.01% 4935
2025
Q3 		$388K Buy
+14,636
New +$385K ﹤0.01% 4845

Other funds holding ZJUN

NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

LPL Financial's ZJUN Position: Q2 2026 in Review

LPL Financial increased its Innovator Equity Defined Protection ETF - 1 Yr June (ZJUN) stake by 32% in Q2 2026, buying an estimated $126K and bringing the position to 19,261 shares worth $528K. The position accounts for ﹤0.01% of the portfolio, ranked #4970.

LPL Financial first reported a position in ZJUN in Q3 2025 and has held it in 4 quarters since. 83 funds tracked by Wall St. Rank hold ZJUN as of Q2 2026.

  • LPL Financial held 19,261 shares of Innovator Equity Defined Protection ETF - 1 Yr June worth $528K as of Q2 2026.
  • LPL Financial bought 4,625 Innovator Equity Defined Protection ETF - 1 Yr June shares in Q2 2026, an estimated $126K.
  • Innovator Equity Defined Protection ETF - 1 Yr June made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4970 holding.
  • LPL Financial first reported a position in Innovator Equity Defined Protection ETF - 1 Yr June in Q3 2025 and has held it in 4 quarters since.
  • 83 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr June as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.