HAS
ZJUL

HBW Advisory Services’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

HBW Advisory Services’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
Q2 		– Sell
-20,968
Closed -$561K – 427
2025
Q1 		$561K Sell
20,968
-1,536
-7% -$41.7K 0.08% 195
2024
Q4 		$609K Buy
22,504
+576
+3% +$15.5K 0.06% 183
2024
Q3 		$587K Buy
+21,928
New +$577K 0.09% 184

Other funds holding ZJUL

SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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