CA
ZJUL

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

CoreCap 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 		$223K Sell
7,455
-1,238
-14% -$36.7K 0.01% 830
2026
Q1 		$253K Buy
8,693
+721
+9% +$21K 0.01% 724
2025
Q4 		$232K Hold
7,972
– – 0.01% 749
2025
Q3 		$229K Hold
7,972
– – 0.01% 758
2025
Q2 		$225K Hold
7,972
– – 0.01% 706
2025
Q1 		$213K Sell
7,972
-120
-1% -$3.26K 0.01% 661
2024
Q4 		$219K Buy
+8,092
New +$218K 0.01% 684

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
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CoreCap Advisors's ZJUL Position: Q2 2026 in Review

CoreCap Advisors reduced its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 14% in Q2 2026, selling an estimated $36.7K and leaving 7,455 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #830.

CoreCap Advisors first reported a position in ZJUL in Q4 2024 and has held it in 7 quarters since. The position peaked at $253K in Q1 2026. 38 funds tracked by Wall St. Rank hold ZJUL as of Q2 2026.

  • CoreCap Advisors held 7,455 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $223K as of Q2 2026.
  • CoreCap Advisors sold 1,238 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q2 2026, an estimated $36.7K.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #830 holding.
  • CoreCap Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q4 2024 and has held it in 7 quarters since.
  • CoreCap Advisors's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $253K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.