BCM
ZJUL

Beck Capital Management’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Beck Capital Management’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 		$304K Sell
10,466
-480
-4% -$14K 0.07% 100
2025
Q4 		$318K Sell
10,946
-1,938
-15% -$56K 0.08% 105
2025
Q3 		$370K Sell
12,884
-252
-2% -$7.18K 0.09% 105
2025
Q2 		$370K Sell
13,136
-123
-0.9% -$3.35K 0.09% 101
2025
Q1 		$355K Sell
13,259
-22
-0.2% -$597 0.1% 95
2024
Q4 		$359K Sell
13,281
-181
-1% -$4.88K 0.1% 97
2024
Q3 		$361K Buy
+13,462
New +$354K 0.1% 103

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

Beck Capital Management's ZJUL Position: Q1 2026 in Review

Beck Capital Management reduced its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 4.4% in Q1 2026, selling an estimated $14K and leaving 10,466 shares worth $304K. The position accounts for 0.07% of the portfolio, ranked #100.

Beck Capital Management first reported a position in ZJUL in Q3 2024 and has held it in 7 quarters since. The position peaked at $370K in Q2 2025. 86 funds tracked by Wall St. Rank hold ZJUL as of Q1 2026.

  • Beck Capital Management held 10,466 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $304K as of Q1 2026.
  • Beck Capital Management sold 480 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q1 2026, an estimated $14K.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up 0.07% of Beck Capital Management's portfolio in Q1 2026, its #100 holding.
  • Beck Capital Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2024 and has held it in 7 quarters since.
  • Beck Capital Management's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $370K in Q2 2025.
  • 86 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q1 2026.

Based on Beck Capital Management's 13F filing for Q1 2026, filed 15 May 2026.