Independent Financial Group
ZJUL icon

Independent Financial Group’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Independent Financial Group’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 		$387K Buy
12,796
+4,025
+46% +$121K 0.01% 1129
2026
Q2 		$263K Buy
8,771
+285
+3% +$8.46K ﹤0.01% 1331
2026
Q1 		$247K Hold
8,486
– – 0.01% 1264
2025
Q4 		$247K Hold
8,486
– – 0.01% 1244
2025
Q3 		$244K Buy
+8,486
New +$242K 0.01% 1188

Other funds holding ZJUL

IAG
Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Independent Financial Group's ZJUL Position: Q3 2026 in Review

Independent Financial Group increased its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 46% in Q3 2026, buying an estimated $121K and bringing the position to 12,796 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #1129.

Independent Financial Group first reported a position in ZJUL in Q3 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold ZJUL as of Q3 2026.

  • Independent Financial Group held 12,796 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $387K as of Q3 2026.
  • Independent Financial Group bought 4,025 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q3 2026, an estimated $121K.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1129 holding.
  • Independent Financial Group first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2025 and has held it in 5 quarters since.
  • 14 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.