UBS Group
ZJAN

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

UBS 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 		– Sell
-71
Closed -$1.94K – 11343
2026
Q1 		$1.94K Buy
+71
New +$1.95K ﹤0.01% 9398
2025
Q3 		– Sell
-1,191
Closed -$31.4K – 11261
2025
Q2 		$31.4K Sell
1,191
-549
-32% -$14.2K ﹤0.01% 8128
2025
Q1 		$44.4K Buy
+1,740
New +$44.8K ﹤0.01% 7680

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

UBS Group's ZJAN Position: Q2 2026 in Review

UBS Group sold out of Innovator Equity Defined Protection ETF - 1 Yr January (ZJAN) in Q2 2026, closing a stake of 71 shares — an estimated $1.94K sold.

UBS Group first reported a position in ZJAN in Q1 2025 and held it in 3 quarters. The position peaked at $44.4K in Q1 2025. 63 funds tracked by Wall St. Rank hold ZJAN as of Q2 2026.

  • UBS Group reported no remaining Innovator Equity Defined Protection ETF - 1 Yr January position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 71 Innovator Equity Defined Protection ETF - 1 Yr January shares in Q2 2026, an estimated $1.94K.
  • UBS Group first reported a position in Innovator Equity Defined Protection ETF - 1 Yr January in Q1 2025 and held it in 3 quarters.
  • UBS Group's Innovator Equity Defined Protection ETF - 1 Yr January position peaked at $44.4K in Q1 2025.
  • 63 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr January as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.