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

IFG Advisory’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 Q3	–	Sell	-1,000	Closed	-$30K	–	2481
2026 Q2	$30K	Hold	1,000	–	–	﹤0.01%	1501
2026 Q1	$29.1K	Buy	+1,000	New	+$29.2K	0.08%	174

Other funds holding ZJUL

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Spectrum Advisors Plano, Texas $143M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

IFG Advisory's ZJUL Position: Q3 2026 in Review

IFG Advisory sold out of Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q3 2026, closing a stake of 1,000 shares — an estimated $30K sold.

IFG Advisory first reported a position in ZJUL in Q1 2026 and held it in 2 quarters. The position peaked at $30K in Q2 2026. 73 funds tracked by Wall St. Rank hold ZJUL as of Q3 2026.

IFG Advisory reported no remaining Innovator Equity Defined Protection ETF - 1 Yr July position as of Q3 2026 after selling out during the quarter.
IFG Advisory sold 1,000 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q3 2026, an estimated $30K.
IFG Advisory first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q1 2026 and held it in 2 quarters.
IFG Advisory's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $30K in Q2 2026.
73 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.