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 $1.34B AUM 21.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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

HBW Advisory Services's ZJUL Position: Q2 2025 in Review

HBW Advisory Services sold out of Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q2 2025, closing a stake of 20,968 shares — an estimated $561K sold.

HBW Advisory Services first reported a position in ZJUL in Q3 2024 and held it in 3 quarters. The position peaked at $609K in Q4 2024. 74 funds tracked by Wall St. Rank hold ZJUL as of Q2 2025.

  • HBW Advisory Services reported no remaining Innovator Equity Defined Protection ETF - 1 Yr July position as of Q2 2025 after selling out during the quarter.
  • HBW Advisory Services sold 20,968 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q2 2025, an estimated $561K.
  • HBW Advisory Services first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2024 and held it in 3 quarters.
  • HBW Advisory Services's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $609K in Q4 2024.
  • 74 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2025.

Based on HBW Advisory Services's 13F filing for Q2 2025, filed 2 Jul 2025.