IFG
ZJUL

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
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

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
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
CCP
Carmel Capital Partners San Diego, California $303M AUM 14.73% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Independent Financial Group's ZJUL Position: Q2 2026 in Review

Independent Financial Group increased its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 3.4% in Q2 2026, buying an estimated $8.46K and bringing the position to 8,771 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Independent Financial Group first reported a position in ZJUL in Q3 2025 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold ZJUL as of Q2 2026.

  • Independent Financial Group held 8,771 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $263K as of Q2 2026.
  • Independent Financial Group bought 285 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q2 2026, an estimated $8.46K.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1331 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 4 quarters since.
  • 38 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.