Cetera Investment Advisers
ZJUL

Cetera Investment Advisers’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Cetera Investment Advisers’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 		$3.11M Buy
107,051
+247
+0.2% +$7.21K ﹤0.01% 1867
2025
Q4 		$3.1M Sell
106,804
-9,739
-8% -$281K ﹤0.01% 1822
2025
Q3 		$3.35M Buy
116,543
+80,154
+220% +$2.28M ﹤0.01% 1730
2025
Q2 		$1.03M Buy
36,389
+4,496
+14% +$122K ﹤0.01% 2351
2025
Q1 		$854K Sell
31,893
-13,968
-30% -$379K ﹤0.01% 2395
2024
Q4 		$1.24M Buy
45,861
+12,200
+36% +$329K ﹤0.01% 2019
2024
Q3 		$901K Buy
+33,661
New +$885K ﹤0.01% 2195

Other funds holding ZJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B 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
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return