Ameriprise
ZJUL

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

Ameriprise’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
Q1 		– Sell
-8,105
Closed -$236K – 4241
2025
Q4 		$236K Buy
+8,105
New +$234K ﹤0.01% 3879

Other funds holding ZJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CNC
Canandaigua National Corp Canandaigua, New York $1.12B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Ameriprise's ZJUL Position: Q1 2026 in Review

Ameriprise sold out of Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q1 2026, closing a stake of 8,105 shares — an estimated $236K sold.

Ameriprise first reported a position in ZJUL in Q4 2025 and held it in 1 quarter. The position peaked at $236K in Q4 2025. 86 funds tracked by Wall St. Rank hold ZJUL as of Q1 2026.

  • Ameriprise reported no remaining Innovator Equity Defined Protection ETF - 1 Yr July position as of Q1 2026 after selling out during the quarter.
  • Ameriprise sold 8,105 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q1 2026, an estimated $236K.
  • Ameriprise first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q4 2025 and held it in 1 quarter.
  • Ameriprise's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $236K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.