AssuredPartners Investment Advisors’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

AssuredPartners Investment Advisors’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	$365K	Sell	12,521 -6,074	-33%	-$177K	0.04%	302
2025 Q4	$540K	Buy	+18,595	New	+$537K	0.08%	196

Other funds holding ZJUL

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

AssuredPartners Investment Advisors's ZJUL Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 33% in Q1 2026, selling an estimated $177K and leaving 12,521 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #302.

AssuredPartners Investment Advisors first reported a position in ZJUL in Q4 2025 and has held it in 2 quarters since. The position peaked at $540K in Q4 2025. 85 funds tracked by Wall St. Rank hold ZJUL as of Q1 2026.

AssuredPartners Investment Advisors held 12,521 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $365K as of Q1 2026.
AssuredPartners Investment Advisors sold 6,074 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q1 2026, an estimated $177K.
Innovator Equity Defined Protection ETF - 1 Yr July made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #302 holding.
AssuredPartners Investment Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q4 2025 and has held it in 2 quarters since.
AssuredPartners Investment Advisors's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $540K in Q4 2025.
85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.