MFG
ZJAN

Merit Financial Group’s Innovator Equity Defined Protection ETF - 1 Yr January ZJAN Stock Holding History

Merit Financial Group’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 		$237K Hold
8,478
– – ﹤0.01% 1984
2026
Q1 		$231K Buy
+8,478
New +$232K ﹤0.01% 1827

Other funds holding ZJAN

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 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
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Merit Financial Group's ZJAN Position: Q2 2026 in Review

Merit Financial Group held its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) position steady in Q2 2026 at 8,478 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1984.

Merit Financial Group first reported a position in ZJAN in Q1 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold ZJAN as of Q2 2026.

  • Merit Financial Group held 8,478 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $237K as of Q2 2026.
  • Merit Financial Group 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 ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1984 holding.
  • Merit Financial Group first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q1 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.