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

Mutual 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 Q1	$2.21M	Buy	81,116 +36,124	+80%	+$990K	0.05%	355
2025 Q4	$1.23M	Sell	44,992 -7,636	-15%	-$207K	0.03%	511
2025 Q3	$1.42M	Buy	52,628 +15,568	+42%	+$414K	0.03%	459
2025 Q2	$983K	Hold	37,060	–	–	0.02%	522
2025 Q1	$946K	Buy	+37,060	New	+$953K	0.03%	463

Other funds holding ZJAN

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

KAS

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mutual Advisors's ZJAN Position: Q1 2026 in Review

Mutual Advisors increased its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) stake by 80% in Q1 2026, buying an estimated $990K and bringing the position to 81,116 shares worth $2.21M. The position accounts for 0.05% of the portfolio, ranked #355.

Mutual Advisors first reported a position in ZJAN in Q1 2025 and has held it in 5 quarters since. 62 funds tracked by Wall St. Rank hold ZJAN as of Q1 2026.

Mutual Advisors held 81,116 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $2.21M as of Q1 2026.
Mutual Advisors bought 36,124 Innovator Equity Defined Protection ETF - 1 Yr January shares in Q1 2026, an estimated $990K.
Innovator Equity Defined Protection ETF - 1 Yr January made up 0.05% of Mutual Advisors's portfolio in Q1 2026, its #355 holding.
Mutual Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q1 2025 and has held it in 5 quarters since.
62 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.