ZJUN — INNOVATOR ETFS TRUST

Ownership history in CreativeOne Wealth, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in INNOVATOR ETFS TRUST (ZJUN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2025 Q2)
Avg. % of fund
0.03%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 48,158 -568 -1.2% 0.03% $1.3M $26.84
2025 Q3 ADDED 48,726 +1,819 +3.9% 0.03% $1.3M $26.49
2025 Q2 INITIATED 46,907 — — 0.03% $1.2M $26.07
% of Fund (quarterly)    ZJUN price (monthly, adj. close)

Other funds also holding ZJUN

As of 2025 Q4 — sorted by position size

BROWN WEALTH MANAGEMENT, LLC 0.28% CENTRAL VALLEY ADVISORS, LLC 0.19% Lineweaver Wealth Advisors, LLC 3Y 0.14% Archer Investment Corp 3Y 0.07% KFG WEALTH MANAGEMENT, LLC 3Y 0.04% Cornerstone Wealth Group, LLC 3Y 0.03% DHJJ Financial Advisors, Ltd. 3Y 0.02% Main Street Financial Solutions, LLC 3Y 0.02% CENTAURUS FINANCIAL, INC. 3Y 7Y 0.02% KINGSWOOD WEALTH ADVISORS, LLC 0.01%
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