EWM
ZJUL

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

Evolution Wealth 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 		$246K Hold
8,450
– – 0.18% 95
2025
Q4 		$246K Sell
8,450
-2,479
-23% -$71.6K 0.2% 88
2025
Q3 		$314K Buy
+10,929
New +$311K 0.32% 67

Other funds holding ZJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $26.4B AUM 21.05% 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

Evolution Wealth Management's ZJUL Position: Q1 2026 in Review

Evolution Wealth Management held its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) position steady in Q1 2026 at 8,450 shares worth $246K. The position accounts for 0.18% of the portfolio, ranked #95.

Evolution Wealth Management first reported a position in ZJUL in Q3 2025 and has held it in 3 quarters since. The position peaked at $314K in Q3 2025. 85 funds tracked by Wall St. Rank hold ZJUL as of Q1 2026.

  • Evolution Wealth Management held 8,450 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $246K as of Q1 2026.
  • Evolution Wealth Management left its Innovator Equity Defined Protection ETF - 1 Yr July share count unchanged in Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up 0.18% of Evolution Wealth Management's portfolio in Q1 2026, its #95 holding.
  • Evolution Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2025 and has held it in 3 quarters since.
  • Evolution Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $314K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.