Creative Financial Designs’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Creative Financial Designs’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	$89.9K	Hold	3,000	–	–	﹤0.01%	829
2026 Q1	$87.2K	Hold	3,000	–	–	0.01%	721
2025 Q4	$87.2K	Hold	3,000	–	–	0.01%	695
2025 Q3	$86.2K	Hold	3,000	–	–	0.01%	684
2025 Q2	$84.5K	Hold	3,000	–	–	0.01%	710
2025 Q1	$80.3K	Hold	3,000	–	–	0.01%	679
2024 Q4	$81.1K	Buy	+3,000	New	+$80.9K	0.01%	650

Other funds holding ZJUL

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

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

Creative Financial Designs's ZJUL Position: Q2 2026 in Review

Creative Financial Designs held its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) position steady in Q2 2026 at 3,000 shares worth $89.9K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Creative Financial Designs first reported a position in ZJUL in Q4 2024 and has held it in 7 quarters since. 38 funds tracked by Wall St. Rank hold ZJUL as of Q2 2026.

Creative Financial Designs held 3,000 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $89.9K as of Q2 2026.
Creative Financial Designs left its Innovator Equity Defined Protection ETF - 1 Yr July share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 1 Yr July made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #829 holding.
Creative Financial Designs first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q4 2024 and has held it in 7 quarters since.
38 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.