Cerity Partners’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Cerity Partners’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	$307K	Buy	+10,234	New	+$304K	﹤0.01%	2774

Other funds holding ZJUL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Cerity Partners's ZJUL Position: Q2 2026 in Review

Cerity Partners opened a new position in Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q2 2026: 10,234 shares worth $307K. The stake represents ﹤0.01% of the portfolio and ranks #2774 among its holdings.

85 funds tracked by Wall St. Rank hold ZJUL as of Q2 2026.

Cerity Partners held 10,234 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $307K as of Q2 2026.
Innovator Equity Defined Protection ETF - 1 Yr July was a new Cerity Partners position in Q2 2026.
Innovator Equity Defined Protection ETF - 1 Yr July made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2774 holding.
85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.