AWS
ZJUL

Atria Wealth Solutions’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-8,102
Closed -$217K – 1956
2025
Q1 		$217K Hold
8,102
– – ﹤0.01% 1671
2024
Q4 		$219K Hold
8,102
– – ﹤0.01% 1770
2024
Q3 		$217K Buy
+8,102
New +$213K ﹤0.01% 1736

Other funds holding ZJUL

SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Atria Wealth Solutions's ZJUL Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q2 2025, closing a stake of 8,102 shares — an estimated $217K sold.

Atria Wealth Solutions first reported a position in ZJUL in Q3 2024 and held it in 3 quarters. The position peaked at $219K in Q4 2024. 74 funds tracked by Wall St. Rank hold ZJUL as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Innovator Equity Defined Protection ETF - 1 Yr July position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,102 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q2 2025, an estimated $217K.
  • Atria Wealth Solutions first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2024 and held it in 3 quarters.
  • Atria Wealth Solutions's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $219K in Q4 2024.
  • 74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.