SWM
ZJUN

SeaCrest Wealth Management’s Innovator Equity Defined Protection ETF - 1 Yr June ZJUN Stock Holding History

SeaCrest Wealth Management’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
2025
Q3 		– Sell
-13,523
Closed -$353K – 684
2025
Q2 		$353K Buy
+13,523
New +$350K 0.04% 411

Other funds holding ZJUN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VWM
VanWeelden Wealth Management West Chester Township, Ohio $125M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $757M AUM
M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SeaCrest Wealth Management's ZJUN Position: Q3 2025 in Review

SeaCrest Wealth Management sold out of Innovator Equity Defined Protection ETF - 1 Yr June (ZJUN) in Q3 2025, closing a stake of 13,523 shares — an estimated $353K sold.

SeaCrest Wealth Management first reported a position in ZJUN in Q2 2025 and held it in 1 quarter. The position peaked at $353K in Q2 2025. 40 funds tracked by Wall St. Rank hold ZJUN as of Q3 2025.

  • SeaCrest Wealth Management reported no remaining Innovator Equity Defined Protection ETF - 1 Yr June position as of Q3 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 13,523 Innovator Equity Defined Protection ETF - 1 Yr June shares in Q3 2025, an estimated $353K.
  • SeaCrest Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr June in Q2 2025 and held it in 1 quarter.
  • SeaCrest Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr June position peaked at $353K in Q2 2025.
  • 40 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr June as of Q3 2025.

Based on SeaCrest Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.