Raymond James Financial
ZJAN

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

Raymond James Financial’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 		$1.75M Buy
62,385
+12,388
+25% +$344K ﹤0.01% 3593
2026
Q1 		$1.36M Sell
49,997
-5,768
-10% -$158K ﹤0.01% 3641
2025
Q4 		$1.53M Buy
55,765
+6,647
+14% +$180K ﹤0.01% 3484
2025
Q3 		$1.32M Sell
49,118
-16,707
-25% -$445K ﹤0.01% 3499
2025
Q2 		$1.73M Buy
65,825
+4,120
+7% +$106K ﹤0.01% 3194
2025
Q1 		$1.57M Buy
+61,705
New +$1.59M ﹤0.01% 3167

Other funds holding ZJAN

NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial's ZJAN Position: Q2 2026 in Review

Raymond James Financial increased its Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) stake by 25% in Q2 2026, buying an estimated $344K and bringing the position to 62,385 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #3593.

Raymond James Financial first reported a position in ZJAN in Q1 2025 and has held it in 6 quarters since. 63 funds tracked by Wall St. Rank hold ZJAN as of Q2 2026.

  • Raymond James Financial held 62,385 shares of Innovator Equity Defined Protection ETF - 1 Yr January worth $1.75M as of Q2 2026.
  • Raymond James Financial bought 12,388 Innovator Equity Defined Protection ETF - 1 Yr January shares in Q2 2026, an estimated $344K.
  • Innovator Equity Defined Protection ETF - 1 Yr January made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3593 holding.
  • Raymond James Financial first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q1 2025 and has held it in 6 quarters since.
  • 63 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.