LPL Financial
ZJUN icon

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
Q3 		$583K Buy
21,032
+1,771
+9% +$48.9K ﹤0.01% 4987
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

AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Innovative Advisory Group
Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

LPL Financial's ZJUN Position: Q3 2026 in Review

LPL Financial increased its Innovator Equity Defined Protection ETF - 1 Yr June (ZJUN) stake by 9.2% in Q3 2026, buying an estimated $48.9K and bringing the position to 21,032 shares worth $583K. The position accounts for ﹤0.01% of the portfolio, ranked #4987.

LPL Financial first reported a position in ZJUN in Q3 2025 and has held it in 5 quarters since. 78 funds tracked by Wall St. Rank hold ZJUN as of Q3 2026.

  • LPL Financial held 21,032 shares of Innovator Equity Defined Protection ETF - 1 Yr June worth $583K as of Q3 2026.
  • LPL Financial bought 1,771 Innovator Equity Defined Protection ETF - 1 Yr June shares in Q3 2026, an estimated $48.9K.
  • Innovator Equity Defined Protection ETF - 1 Yr June made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4987 holding.
  • LPL Financial first reported a position in Innovator Equity Defined Protection ETF - 1 Yr June in Q3 2025 and has held it in 5 quarters since.
  • 78 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr June as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.