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

IFP 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 Q3	$83.3K	Buy	2,752 +325	+13%	+$9.8K	﹤0.01%	2083
2026 Q2	$72.7K	Hold	2,427	–	–	﹤0.01%	2179
2026 Q1	$70.6K	Hold	2,427	–	–	﹤0.01%	2062
2025 Q4	$70.5K	Sell	2,427 -1,935	-44%	-$55.9K	﹤0.01%	2002
2025 Q3	$125K	Buy	4,362 +167	+4%	+$4.76K	﹤0.01%	1542
2025 Q2	$118K	Buy	4,195 +2,655	+172%	+$72.3K	﹤0.01%	1539
2025 Q1	$41.2K	Hold	1,540	–	–	﹤0.01%	1981
2024 Q4	$41.7K	Hold	1,540	–	–	﹤0.01%	1912
2024 Q3	$41.2K	Buy	+1,540	New	+$40.5K	﹤0.01%	1819

Other funds holding ZJUL

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 20.02% 1-Year Est. Return

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

Spectrum Advisors Plano, Texas $143M AUM

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

IFP Advisors's ZJUL Position: Q3 2026 in Review

IFP Advisors increased its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 13% in Q3 2026, buying an estimated $9.8K and bringing the position to 2,752 shares worth $83.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2083.

IFP Advisors first reported a position in ZJUL in Q3 2024 and has held it in 9 quarters since. The position peaked at $125K in Q3 2025. 103 funds tracked by Wall St. Rank hold ZJUL as of Q3 2026.

IFP Advisors held 2,752 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $83.3K as of Q3 2026.
IFP Advisors bought 325 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q3 2026, an estimated $9.8K.
Innovator Equity Defined Protection ETF - 1 Yr July made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2083 holding.
IFP Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2024 and has held it in 9 quarters since.
IFP Advisors's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $125K in Q3 2025.
103 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.