SAI
ZJUL

Spectrum Advisors, Inc.’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Spectrum Advisors, Inc.’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
Q1 		$369K Buy
+12,697
New +$370K 0.29% 38

Other funds holding ZJUL

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
CNC
Canandaigua National Corp Canandaigua, New York $1.12B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Spectrum Advisors, Inc.'s ZJUL Position: Q1 2026 in Review

Spectrum Advisors, Inc. opened a new position in Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q1 2026: 12,697 shares worth $369K. The stake represents 0.29% of the portfolio and ranks #38 among its holdings.

88 funds tracked by Wall St. Rank hold ZJUL as of Q1 2026.

  • Spectrum Advisors, Inc. held 12,697 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $369K as of Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr July was a new Spectrum Advisors, Inc. position in Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up 0.29% of Spectrum Advisors, Inc.'s portfolio in Q1 2026, its #38 holding.
  • 88 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q1 2026.

Based on Spectrum Advisors, Inc.'s 13F filing for Q1 2026, filed 11 Sep 2026.