CVA
ZJUL

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

Central Valley 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
Q2 		$740K Buy
24,677
+2,510
+11% +$74.5K 0.19% 86
2026
Q1 		$644K Sell
22,167
-55
-0.2% -$1.6K 0.18% 90
2025
Q4 		$646K Hold
22,222
– – 0.19% 82
2025
Q3 		$638K Buy
+22,222
New +$633K 0.2% 81

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Central Valley Advisors's ZJUL Position: Q2 2026 in Review

Central Valley Advisors increased its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 11% in Q2 2026, buying an estimated $74.5K and bringing the position to 24,677 shares worth $740K. The position accounts for 0.19% of the portfolio, ranked #86.

Central Valley Advisors 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.

  • Central Valley Advisors held 24,677 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $740K as of Q2 2026.
  • Central Valley Advisors bought 2,510 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q2 2026, an estimated $74.5K.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up 0.19% of Central Valley Advisors's portfolio in Q2 2026, its #86 holding.
  • Central Valley Advisors 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 Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.