CWMK
ZJUL

Caliber Wealth Management (Kansas)’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Caliber Wealth Management (Kansas)’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
Q2 		$294K Buy
9,813
+2,845
+41% +$84.4K 0.03% 243
2026
Q1 		$203K Hold
6,968
– – 0.02% 267
2025
Q4 		$203K Hold
6,968
– – 0.02% 257
2025
Q3 		$200K Buy
+6,968
New +$198K 0.02% 249

Other funds holding ZJUL

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
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
CCP
Carmel Capital Partners San Diego, California $303M AUM 14.73% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s ZJUL Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 41% in Q2 2026, buying an estimated $84.4K and bringing the position to 9,813 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #243.

Caliber Wealth Management (Kansas) first reported a position in ZJUL in Q3 2025 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold ZJUL as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 9,813 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $294K as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 2,845 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q2 2026, an estimated $84.4K.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #243 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2025 and has held it in 4 quarters since.
  • 38 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.