Advisornet Financial’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Advisornet Financial’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 Q2	$716K	Hold	23,891	–	–	0.03%	338
2026 Q1	$695K	Hold	23,891	–	–	0.04%	314
2025 Q4	$694K	Hold	23,891	–	–	0.04%	325
2025 Q3	$686K	Buy	23,891 +3,550	+17%	+$101K	0.04%	321
2025 Q2	$573K	Hold	20,341	–	–	0.04%	340
2025 Q1	$545K	Hold	20,341	–	–	0.04%	337
2024 Q4	$550K	Buy	20,341 +3,733	+22%	+$101K	0.05%	297
2024 Q3	$445K	Buy	+16,608	New	+$437K	0.03%	349

Other funds holding ZJUL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

CCP

Carmel Capital Partners San Diego, California $303M AUM 14.73% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Advisornet Financial's ZJUL Position: Q2 2026 in Review

Advisornet Financial held its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) position steady in Q2 2026 at 23,891 shares worth $716K. The position accounts for 0.03% of the portfolio, ranked #338.

Advisornet Financial first reported a position in ZJUL in Q3 2024 and has held it in 8 quarters since. 38 funds tracked by Wall St. Rank hold ZJUL as of Q2 2026.

Advisornet Financial held 23,891 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $716K as of Q2 2026.
Advisornet Financial left its Innovator Equity Defined Protection ETF - 1 Yr July share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 1 Yr July made up 0.03% of Advisornet Financial's portfolio in Q2 2026, its #338 holding.
Advisornet Financial first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2024 and has held it in 8 quarters since.
38 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.