BFWM
ZJUL

Bright Futures Wealth Management’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Bright Futures Wealth 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
2025
Q1 		– Sell
-7,836
Closed -$214K – 130
2024
Q4 		$214K Sell
7,836
-5,934
-43% -$160K 0.19% 114
2024
Q3 		$370K Buy
+13,770
New +$362K 0.18% 140

Other funds holding ZJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Bright Futures Wealth Management's ZJUL Position: Q1 2025 in Review

Bright Futures Wealth Management sold out of Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q1 2025, closing a stake of 7,836 shares — an estimated $214K sold.

Bright Futures Wealth Management first reported a position in ZJUL in Q3 2024 and held it in 2 quarters. The position peaked at $370K in Q3 2024. 68 funds tracked by Wall St. Rank hold ZJUL as of Q1 2025.

  • Bright Futures Wealth Management reported no remaining Innovator Equity Defined Protection ETF - 1 Yr July position as of Q1 2025 after selling out during the quarter.
  • Bright Futures Wealth Management sold 7,836 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q1 2025, an estimated $214K.
  • Bright Futures Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2024 and held it in 2 quarters.
  • Bright Futures Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $370K in Q3 2024.
  • 68 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q1 2025.

Based on Bright Futures Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.