CWAF
ZJUL

Core Wealth Advisors (Florida)’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Core Wealth Advisors (Florida)’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
2025
Q2 		– Sell
-7,758
Closed -$208K – 78
2025
Q1 		$208K Hold
7,758
– – 0.07% 67
2024
Q4 		$210K Hold
7,758
– – 0.07% 60
2024
Q3 		$208K Buy
+7,758
New +$204K 0.07% 57

Other funds holding ZJUL

SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Core Wealth Advisors (Florida)'s ZJUL Position: Q2 2025 in Review

Core Wealth Advisors (Florida) sold out of Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q2 2025, closing a stake of 7,758 shares — an estimated $208K sold.

Core Wealth Advisors (Florida) first reported a position in ZJUL in Q3 2024 and held it in 3 quarters. The position peaked at $210K in Q4 2024. 74 funds tracked by Wall St. Rank hold ZJUL as of Q2 2025.

  • Core Wealth Advisors (Florida) reported no remaining Innovator Equity Defined Protection ETF - 1 Yr July position as of Q2 2025 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 7,758 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q2 2025, an estimated $208K.
  • Core Wealth Advisors (Florida) first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2024 and held it in 3 quarters.
  • Core Wealth Advisors (Florida)'s Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $210K in Q4 2024.
  • 74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2025.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2025, filed 14 Aug 2025.