Diligent Investors’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Diligent Investors’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	$1.26M	Sell	42,137 -6,200	-13%	-$184K	0.28%	98
2026 Q1	$1.41M	Hold	48,337	–	–	0.35%	79
2025 Q4	$1.4M	Hold	48,337	–	–	0.35%	80
2025 Q3	$1.39M	Hold	48,337	–	–	0.35%	78
2025 Q2	$1.36M	Sell	48,337 -938	-2%	-$25.5K	0.32%	85
2025 Q1	$1.32M	Sell	49,275 -6,875	-12%	-$187K	0.32%	85
2024 Q4	$1.52M	Sell	56,150 -2,500	-4%	-$67.4K	0.35%	75
2024 Q3	$1.57M	Buy	+58,650	New	+$1.54M	0.36%	74

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

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

Diligent Investors's ZJUL Position: Q2 2026 in Review

Diligent Investors reduced its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 13% in Q2 2026, selling an estimated $184K and leaving 42,137 shares worth $1.26M. The position accounts for 0.28% of the portfolio, ranked #98.

Diligent Investors first reported a position in ZJUL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.57M in Q3 2024. 38 funds tracked by Wall St. Rank hold ZJUL as of Q2 2026.

Diligent Investors held 42,137 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $1.26M as of Q2 2026.
Diligent Investors sold 6,200 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q2 2026, an estimated $184K.
Innovator Equity Defined Protection ETF - 1 Yr July made up 0.28% of Diligent Investors's portfolio in Q2 2026, its #98 holding.
Diligent Investors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2024 and has held it in 8 quarters since.
Diligent Investors's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $1.57M in Q3 2024.
38 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.