AWMI
ZJUL

Aegis Wealth Management (Iowa)’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Aegis Wealth Management (Iowa)’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 		$264K Buy
8,823
+1,144
+15% +$33.9K 0.17% 98
2026
Q1 		$223K Sell
7,679
-70
-0.9% -$2.04K 0.18% 104
2025
Q4 		$225K Buy
+7,749
New +$224K 0.18% 90

Other funds holding ZJUL

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

Aegis Wealth Management (Iowa)'s ZJUL Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) increased its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 15% in Q2 2026, buying an estimated $33.9K and bringing the position to 8,823 shares worth $264K. The position accounts for 0.17% of the portfolio, ranked #98.

Aegis Wealth Management (Iowa) first reported a position in ZJUL in Q4 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold ZJUL as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 8,823 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $264K as of Q2 2026.
  • Aegis Wealth Management (Iowa) bought 1,144 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q2 2026, an estimated $33.9K.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up 0.17% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #98 holding.
  • Aegis Wealth Management (Iowa) first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q4 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.