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
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 $68.3B AUM 20.5% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CNC
Canandaigua National Corp Canandaigua, New York $1.12B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Envestnet Asset Management's ZJUL Position: Q1 2026 in Review

Envestnet Asset Management opened a new position in Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q1 2026: 8,578 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #4393 among its holdings. This is a return to the name: Envestnet Asset Management previously reported a position in ZJUL as recently as Q3 2025.

Envestnet Asset Management first reported a position in ZJUL in Q3 2024 and has held it in 3 quarters since. The position peaked at $4.42M in Q3 2024. 86 funds tracked by Wall St. Rank hold ZJUL as of Q1 2026.

  • Envestnet Asset Management held 8,578 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $249K as of Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr July was a new Envestnet Asset Management position in Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4393 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 3 quarters since.
  • Envestnet Asset Management's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $4.42M in Q3 2024.
  • 86 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.