Commonwealth Equity Services’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Commonwealth Equity Services’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	$6.81M	Sell	227,129 -38,058	-14%	-$1.13M	0.01%	1187
2026 Q1	$7.71M	Sell	265,187 -9,718	-4%	-$283K	0.01%	1057
2025 Q4	$7.99M	Sell	274,905 -8,436	-3%	-$244K	0.01%	1017
2025 Q3	$8.14M	Sell	283,341 -13,145	-4%	-$374K	0.01%	1037
2025 Q2	$8.36M	Buy	296,486 +5,163	+2%	+$141K	0.01%	1026
2025 Q1	$7.8M	Buy	291,323 +18,085	+7%	+$491K	0.01%	1014
2024 Q4	$7.39M	Sell	273,238 -5,565	-2%	-$150K	0.01%	991
2024 Q3	$7.47M	Buy	+278,803	New	+$7.33M	0.01%	977

Other funds holding ZJUL

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

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 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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Commonwealth Equity Services's ZJUL Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 14% in Q2 2026, selling an estimated $1.13M and leaving 227,129 shares worth $6.81M. The position accounts for 0.01% of the portfolio, ranked #1187.

Commonwealth Equity Services first reported a position in ZJUL in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.36M in Q2 2025. 38 funds tracked by Wall St. Rank hold ZJUL as of Q2 2026.

Commonwealth Equity Services held 227,129 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $6.81M as of Q2 2026.
Commonwealth Equity Services sold 38,058 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q2 2026, an estimated $1.13M.
Innovator Equity Defined Protection ETF - 1 Yr July made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1187 holding.
Commonwealth Equity Services first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2024 and has held it in 8 quarters since.
Commonwealth Equity Services's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $8.36M in Q2 2025.
38 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.