WA
ZJUN

Waverly Advisors’s Innovator Equity Defined Protection ETF - 1 Yr June ZJUN Stock Holding History

Waverly Advisors’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
Q2 		$258K Buy
+9,420
New +$257K ﹤0.01% 1493

Other funds holding ZJUN

NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Waverly Advisors's ZJUN Position: Q2 2026 in Review

Waverly Advisors opened a new position in Innovator Equity Defined Protection ETF - 1 Yr June (ZJUN) in Q2 2026: 9,420 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #1493 among its holdings.

83 funds tracked by Wall St. Rank hold ZJUN as of Q2 2026.

  • Waverly Advisors held 9,420 shares of Innovator Equity Defined Protection ETF - 1 Yr June worth $258K as of Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr June was a new Waverly Advisors position in Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr June made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1493 holding.
  • 83 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr June as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.