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Innova Eqty DEF Prot 1YR JUN (ZJUN)

CUSIP: 45784N643 | NYSE | 105 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Innovative Advisory Group, LLC196,489
4.0% of portfolio›$5.4M
Howard Bailey Securities, LLC133,345
1.4% of portfolio›$3.7M
Csenge Advisory Group92,745
0.1% of portfolio›$2.6M
Kestra Advisory Services, LLC85,102
0.0% of portfolio›$2.4M
Canandaigua National Bank & Trust Co80,702
0.2% of portfolio›$2.2M
Advisor OS, LLC75,570
0.1% of portfolio›$2.1M
Aegis Wealth Management, Inc.71,196
1.2% of portfolio›$2.0M
Commonwealth Equity Services, LLC66,608
0.0% of portfolio›$1.8M
Farther Finance Advisors, LLC59,246
0.0% of portfolio›$1.6M
Davenport & Co LLC52,864
0.0% of portfolio›$1.5M
IFS Advisors, LLC50,403
0.4% of portfolio›$1.4M
Integrated Wealth Management50,218
1.4% of portfolio›$1.4M
Concurrent Investment Advisors, LLC44,969
0.0% of portfolio›$1.2M
Lineweaver Wealth Advisors, LLC44,743
0.1% of portfolio›$1.2M
Key Capital Management, Inc43,064
0.4% of portfolio›$1.2M
BIP Wealth, LLC42,641
0.0% of portfolio›$1.2M
Jessup Wealth Management, Inc39,746
0.2% of portfolio›$1.1M
Cambridge Investment Research Advisors, Inc.38,518
0.0% of portfolio›$1.1M
Cornerstone Wealth Group, LLC36,020
0.1% of portfolio›$998.8K
Optima Capital LLC35,705
0.4% of portfolio›$990.1K
Brown Wealth Management, LLC35,415
0.2% of portfolio›$982.1K
Centennial Advisors, LLC34,132
1.1% of portfolio›$946.5K
Truist Financial Corp31,690
0.0% of portfolio›$878.8K
Central Valley Advisors, LLC24,670
0.2% of portfolio›$684.1K
KFG Wealth Management, LLC21,234
0.1% of portfolio›$588.8K
Lloyd Advisory Services, Llc.18,726
0.2% of portfolio›$519.3K
Integrity Advisory Solutions, LLC18,480
0.1% of portfolio›$512.5K
Brookstone Capital Management18,068
0.0% of portfolio›$501.0K
Virtue Capital Management, LLC17,163
0.1% of portfolio›$475.9K
Trek Financial, LLC15,690
0.0% of portfolio›$435.1K
Comprehensive Financial Consultants Institutional, Inc.14,996
0.1% of portfolio›$415.8K
Chicago Partners Investment Group LLC12,790
0.0% of portfolio›$354.5K
Victory Financial Group, LLC12,358
0.0% of portfolio›$342.7K
MBL Wealth, LLC10,200
0.0% of portfolio›$282.8K
Creative Financial Designs Inc9,972
0.0% of portfolio›$276.5K
Bluesphere Advisors LLC9,772
0.1% of portfolio›$271.0K
Kingswood Wealth Advisors, LLC9,562
0.0% of portfolio›$265.2K
Family Legacy Financial Solutions, LLC9,000
0.1% of portfolio›$249.6K
Kelly Financial Group LLC7,871
0.1% of portfolio›$218.3K
Mosley Wealth Management5,928
0.0% of portfolio›$164.8K
Physician Wealth Advisors, Inc.4,585
0.0% of portfolio›$127.1K
Triumph Capital Management4,500
0.0% of portfolio›$124.8K
Evolution Wealth Management Inc.2,980
0.0% of portfolio›$82.6K
Dhjj Financial Advisors, Ltd.2,520
0.0% of portfolio›$69.9K
Networth Advisors, LLC2,266
0.0% of portfolio›$62.8K
Tounjian Advisory Partners, LLC1,006
0.0% of portfolio›$27.9K
CoreCap Advisors, LLC921
0.0% of portfolio›$25.5K
IFP Advisors, Inc747
0.0% of portfolio›$20.7K
EverSource Wealth Advisors, LLC664
0.0% of portfolio›$18.4K
Kingdom Financial Group Llc.205
0.0% of portfolio›$5.7K
Capital Investment Advisory Services, LLC91
0.0% of portfolio›$2.5K
StyleTurnoverLocationFiled
Innovative Advisory Group, LLC
196,489$5.4M4.0%ETFHighLexington, MA2026-10-13
Howard Bailey Securities, LLC
133,345$3.7M1.4%ETFMediumFort Wayne, IN2026-10-27
Csenge Advisory Group
92,745$2.6M0.1%ETFMediumClearwater, FL2026-11-04
Kestra Advisory Services, LLC
85,102$2.4M0.0%CoreLowAustin, TX2026-11-02
Canandaigua National Bank & Trust Co
80,702$2.2M0.2%CoreVery LowCanandaigua, NY2026-10-07
Advisor OS, LLC
75,570$2.1M0.1%ETFMediumChicago, IL2026-11-03
Aegis Wealth Management, Inc.
71,196$2.0M1.2%ETFMediumGuthrie Center, IA2026-10-26
Commonwealth Equity Services, LLC
66,608$1.8M0.0%ETFLowWaltham, MA2026-11-02
Farther Finance Advisors, LLC
59,246$1.6M0.0%IndexLowSan Francisco, CA2026-10-08
Davenport & Co LLC
52,864$1.5M0.0%CoreMediumRichmond, VA2026-10-14
IFS Advisors, LLC
50,403$1.4M0.4%ETFLowOverland Park, KS2026-10-14
Integrated Wealth Management
50,218$1.4M1.4%ETFHighUniontown, OH2026-10-19
Concurrent Investment Advisors, LLC
44,969$1.2M0.0%GrowthMediumTampa, FL2026-10-16
Lineweaver Wealth Advisors, LLC
44,743$1.2M0.1%ETFLowValley View, OH2026-10-13
Key Capital Management, Inc
43,064$1.2M0.4%ETFMediumHendersonville, Tn 37075, TN2026-11-03
BIP Wealth, LLC
42,641$1.2M0.0%ETFMediumAtlanta, GA2026-10-22
Jessup Wealth Management, Inc
39,746$1.1M0.2%GrowthMediumDayton, OH2026-10-20
Cambridge Investment Research Advisors, Inc.
38,518$1.1M0.0%ETFLowFairfield, IA2026-11-02
Cornerstone Wealth Group, LLC
36,020$998.8K0.1%CoreMediumHuntersville, NC2026-11-02
Optima Capital LLC
35,705$990.1K0.4%ETFHighPortland, OR2026-10-29
Brown Wealth Management, LLC
35,415$982.1K0.2%ETFMediumNaperville, IL2026-10-20
Centennial Advisors, LLC
34,132$946.5K1.1%ETFHighAustin, TX2026-10-21
Truist Financial Corp
31,690$878.8K0.0%CoreLowCharlotte, NC2026-10-30
Central Valley Advisors, LLC
24,670$684.1K0.2%CoreLowSacramento, CA2026-10-27
KFG Wealth Management, LLC
21,234$588.8K0.1%ETFMediumGranger, IN2026-10-16
Lloyd Advisory Services, Llc.
18,726$519.3K0.2%ETFVery HighSuwanee, GA2026-11-02
Integrity Advisory Solutions, LLC
18,480$512.5K0.1%ETFMediumDallas, TX2026-10-29
Brookstone Capital Management
18,068$501.0K0.0%ETFMediumWheaton, IL2026-10-22
Virtue Capital Management, LLC
17,163$475.9K0.1%GrowthHighBrentwood, TN2026-10-29
Trek Financial, LLC
15,690$435.1K0.0%ETFHighScottsdale, AZ2026-10-29
Comprehensive Financial Consultants Institutional, Inc.
14,996$415.8K0.1%CoreMediumBloomington, IN2026-10-15
Chicago Partners Investment Group LLC
12,790$354.5K0.0%GARPLowChicago, IL2026-10-27
Victory Financial Group, LLC
12,358$342.7K0.0%ETFLowAustin, TX2026-10-27
MBL Wealth, LLC
10,200$282.8K0.0%ETFLowCharlotte, NC2026-10-22
Creative Financial Designs Inc
9,972$276.5K0.0%ETFMediumKokomo, IN2026-11-04
Bluesphere Advisors LLC
9,772$271.0K0.1%ETFLowEast Norriton, PA2026-10-19
Kingswood Wealth Advisors, LLC
9,562$265.2K0.0%GrowthLowSan Diego, CA2026-10-23
Family Legacy Financial Solutions, LLC
9,000$249.6K0.1%Agg GrowthMediumCary, NC2026-10-07
Kelly Financial Group LLC
7,871$218.3K0.1%ETFLowWethersfield, CT2026-10-16
Mosley Wealth Management
5,928$164.8K0.0%ETFHighAnaheim, CA2026-10-16
Physician Wealth Advisors, Inc.
4,585$127.1K0.0%ETFMediumMidvale, UT2026-10-20
Triumph Capital Management
4,500$124.8K0.0%ETFMediumDenver, CO2026-10-14
Evolution Wealth Management Inc.
2,980$82.6K0.0%ETFMediumFort Myers, FL2026-10-28
Dhjj Financial Advisors, Ltd.
2,520$69.9K0.0%ETFVery LowNaperville, IL2026-10-23
Networth Advisors, LLC
2,266$62.8K0.0%ETFMediumCanonsburg, PA2026-11-03
Tounjian Advisory Partners, LLC
1,006$27.9K0.0%GrowthHighFort Myers, FL2026-11-04
CoreCap Advisors, LLC
921$25.5K0.0%ETFMediumSouthfield, MI2026-10-08
IFP Advisors, Inc
747$20.7K0.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
664$18.4K0.0%CoreMediumBirmingham, AL2026-11-04
Kingdom Financial Group Llc.
205$5.7K0.0%ETFMediumPeoria, AZ2026-11-04
Capital Investment Advisory Services, LLC
91$2.5K0.0%CoreMediumRaleigh, NC2026-10-30