IMC
ZJUL

Investment Management Corporation’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Investment Management Corporation’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
2025
Q3 		– Sell
-35,718
Closed -$1.01M – 175
2025
Q2 		$1.01M Sell
35,718
-545
-2% -$14.8K 0.91% 16
2025
Q1 		$971K Sell
36,263
-1,375
-4% -$37.3K 0.88% 16
2024
Q4 		$1.02M Buy
+37,638
New +$1.01M 0.91% 19

Other funds holding ZJUL

SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return

Investment Management Corporation's ZJUL Position: Q3 2025 in Review

Investment Management Corporation sold out of Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q3 2025, closing a stake of 35,718 shares — an estimated $1.01M sold.

Investment Management Corporation first reported a position in ZJUL in Q4 2024 and held it in 3 quarters. The position peaked at $1.02M in Q4 2024. 92 funds tracked by Wall St. Rank hold ZJUL as of Q3 2025.

  • Investment Management Corporation reported no remaining Innovator Equity Defined Protection ETF - 1 Yr July position as of Q3 2025 after selling out during the quarter.
  • Investment Management Corporation sold 35,718 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q3 2025, an estimated $1.01M.
  • Investment Management Corporation first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q4 2024 and held it in 3 quarters.
  • Investment Management Corporation's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $1.02M in Q4 2024.
  • 92 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q3 2025.

Based on Investment Management Corporation's 13F filing for Q3 2025, filed 30 Oct 2025.