DAS
ZJUL

Dynamic Advisor Solutions’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Dynamic Advisor Solutions’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
2024
Q4 		– Sell
-10,776
Closed -$289K – 955
2024
Q3 		$289K Buy
+10,776
New +$283K 0.01% 764

Other funds holding ZJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 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
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Dynamic Advisor Solutions's ZJUL Position: Q4 2024 in Review

Dynamic Advisor Solutions sold out of Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q4 2024, closing a stake of 10,776 shares — an estimated $289K sold.

Dynamic Advisor Solutions first reported a position in ZJUL in Q3 2024 and held it in 1 quarter. The position peaked at $289K in Q3 2024. 69 funds tracked by Wall St. Rank hold ZJUL as of Q4 2024.

  • Dynamic Advisor Solutions reported no remaining Innovator Equity Defined Protection ETF - 1 Yr July position as of Q4 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 10,776 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q4 2024, an estimated $289K.
  • Dynamic Advisor Solutions first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2024 and held it in 1 quarter.
  • Dynamic Advisor Solutions's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $289K in Q3 2024.
  • 69 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q4 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2024, filed 21 Jan 2025.