HighTower Advisors
ZJUL

HighTower Advisors’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

HighTower Advisors’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 		$3.28M Sell
112,838
-16,124
-13% -$470K ﹤0.01% 1423
2025
Q4 		$3.75M Hold
128,962
– – ﹤0.01% 1314
2025
Q3 		$3.71M Buy
128,962
+33,912
+36% +$966K ﹤0.01% 1278
2025
Q2 		$2.68M Hold
95,050
– – ﹤0.01% 1410
2025
Q1 		$2.54M Hold
95,050
– – ﹤0.01% 1394
2024
Q4 		$2.57M Hold
95,050
– – ﹤0.01% 1372
2024
Q3 		$2.55M Buy
+95,050
New +$2.5M ﹤0.01% 1372

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
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 $57.2B 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
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return