Superior Planning, LLC’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Superior Planning, LLC’s Portfolio ZJUL Stock Details ZJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.09M	Buy	+35,980	New	+$1.08M	0.45%	46

Other funds holding ZJUL

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 20.02% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Spectrum Advisors Plano, Texas $143M AUM

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Superior Planning, LLC's ZJUL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q3 2026: 35,980 shares worth $1.09M. The stake represents 0.45% of the portfolio and ranks #46 among its holdings.

87 funds tracked by Wall St. Rank hold ZJUL as of Q3 2026.

Superior Planning, LLC held 35,980 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $1.09M as of Q3 2026.
Innovator Equity Defined Protection ETF - 1 Yr July was a new Superior Planning, LLC position in Q3 2026.
Innovator Equity Defined Protection ETF - 1 Yr July made up 0.45% of Superior Planning, LLC's portfolio in Q3 2026, its #46 holding.
87 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.