GM
ZJUL

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

GeoWealth 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
2025
Q3 		– Sell
-10,311
Closed -$291K – 1269
2025
Q2 		$291K Buy
+10,311
New +$281K 0.01% 551
2024
Q4 		– Sell
-4,590
Closed -$123K – 1897
2024
Q3 		$123K Buy
+4,590
New +$121K ﹤0.01% 846

Other funds holding ZJUL

SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

GeoWealth Management's ZJUL Position: Q3 2025 in Review

GeoWealth Management sold out of Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q3 2025, closing a stake of 10,311 shares — an estimated $291K sold.

GeoWealth Management first reported a position in ZJUL in Q3 2024 and held it in 2 quarters. The position peaked at $291K in Q2 2025. 92 funds tracked by Wall St. Rank hold ZJUL as of Q3 2025.

  • GeoWealth Management reported no remaining Innovator Equity Defined Protection ETF - 1 Yr July position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 10,311 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q3 2025, an estimated $291K.
  • GeoWealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $291K in Q2 2025.
  • 92 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.