Jim Saulnier & Associates’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Jim Saulnier & Associates’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	$434K	Hold	14,495	–	–	0.17%	92
2026 Q1	$421K	Hold	14,495	–	–	0.21%	89
2025 Q4	$421K	Hold	14,495	–	–	0.22%	88
2025 Q3	$416K	Hold	14,495	–	–	0.23%	86
2025 Q2	$408K	Hold	14,495	–	–	0.28%	72
2025 Q1	$388K	Hold	14,495	–	–	0.3%	65
2024 Q4	$392K	Hold	14,495	–	–	0.34%	55
2024 Q3	$388K	Buy	+14,495	New	+$381K	0.38%	50

Other funds holding ZJUL

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

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 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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Jim Saulnier & Associates's ZJUL Position: Q2 2026 in Review

Jim Saulnier & Associates held its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) position steady in Q2 2026 at 14,495 shares worth $434K. The position accounts for 0.17% of the portfolio, ranked #92.

Jim Saulnier & Associates first reported a position in ZJUL in Q3 2024 and has held it in 8 quarters since. 38 funds tracked by Wall St. Rank hold ZJUL as of Q2 2026.

Jim Saulnier & Associates held 14,495 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $434K as of Q2 2026.
Jim Saulnier & Associates left its Innovator Equity Defined Protection ETF - 1 Yr July share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 1 Yr July made up 0.17% of Jim Saulnier & Associates's portfolio in Q2 2026, its #92 holding.
Jim Saulnier & Associates first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2024 and has held it in 8 quarters since.
38 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.