SPIA
ZJUN

Steward Partners Investment Advisory’s Innovator Equity Defined Protection ETF - 1 Yr June ZJUN Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$57.1K Sell
2,121
-1,372
-39% -$37K ﹤0.01% 2714
2025
Q4 		$93.8K Hold
3,493
– – ﹤0.01% 2334
2025
Q3 		$92.5K Buy
3,493
+2,524
+260% +$66.3K ﹤0.01% 2276
2025
Q2 		$25.3K Buy
+969
New +$25.1K ﹤0.01% 2806

Other funds holding ZJUN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BWM
Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Steward Partners Investment Advisory's ZJUN Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Innovator Equity Defined Protection ETF - 1 Yr June (ZJUN) stake by 39% in Q1 2026, selling an estimated $37K and leaving 2,121 shares worth $57.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2714.

Steward Partners Investment Advisory first reported a position in ZJUN in Q2 2025 and has held it in 4 quarters since. The position peaked at $93.8K in Q4 2025. 33 funds tracked by Wall St. Rank hold ZJUN as of Q1 2026.

  • Steward Partners Investment Advisory held 2,121 shares of Innovator Equity Defined Protection ETF - 1 Yr June worth $57.1K as of Q1 2026.
  • Steward Partners Investment Advisory sold 1,372 Innovator Equity Defined Protection ETF - 1 Yr June shares in Q1 2026, an estimated $37K.
  • Innovator Equity Defined Protection ETF - 1 Yr June made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2714 holding.
  • Steward Partners Investment Advisory first reported a position in Innovator Equity Defined Protection ETF - 1 Yr June in Q2 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's Innovator Equity Defined Protection ETF - 1 Yr June position peaked at $93.8K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr June as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.