Envestnet Asset Management
ZJUL

Envestnet Asset Management’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Envestnet Asset Management’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 		$456K Buy
15,220
+6,642
+77% +$197K ﹤0.01% 4151
2026
Q1 		$249K Buy
+8,578
New +$250K ﹤0.01% 4393
2025
Q4 		– Sell
-10,426
Closed -$300K – 4703
2025
Q3 		$300K Buy
+10,426
New +$297K ﹤0.01% 4081
2024
Q4 		– Sell
-164,905
Closed -$4.42M – 4421
2024
Q3 		$4.42M Buy
+164,905
New +$4.34M ﹤0.01% 2178

Other funds holding ZJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Envestnet Asset Management's ZJUL Position: Q2 2026 in Review

Envestnet Asset Management increased its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 77% in Q2 2026, buying an estimated $197K and bringing the position to 15,220 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #4151.

Envestnet Asset Management first reported a position in ZJUL in Q3 2024 and has held it in 4 quarters since. The position peaked at $4.42M in Q3 2024. 85 funds tracked by Wall St. Rank hold ZJUL as of Q2 2026.

  • Envestnet Asset Management held 15,220 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $456K as of Q2 2026.
  • Envestnet Asset Management bought 6,642 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q2 2026, an estimated $197K.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4151 holding.
  • Envestnet Asset Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2024 and has held it in 4 quarters since.
  • Envestnet Asset Management's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $4.42M in Q3 2024.
  • 85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.