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

Kingsview Wealth Management’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	$519K	Buy	17,328 +1,882	+12%	+$55.9K	0.01%	969
2026 Q1	$449K	Sell	15,446 -109	-0.7%	-$3.18K	0.01%	939
2025 Q4	$452K	Buy	15,555 +1,371	+10%	+$39.6K	0.01%	876
2025 Q3	$408K	Buy	14,184 +313	+2%	+$8.91K	0.01%	872
2025 Q2	$391K	Hold	13,871	–	–	0.01%	857
2025 Q1	$371K	Buy	13,871 +1,869	+16%	+$50.7K	0.01%	819
2024 Q4	$325K	Sell	12,002 -1,188	-9%	-$32K	0.01%	872
2024 Q3	$353K	Buy	+13,190	New	+$347K	0.01%	826

Other funds holding ZJUL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Kingsview Wealth Management's ZJUL Position: Q2 2026 in Review

Kingsview Wealth Management increased its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 12% in Q2 2026, buying an estimated $55.9K and bringing the position to 17,328 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #969.

Kingsview Wealth Management first reported a position in ZJUL in Q3 2024 and has held it in 8 quarters since. 85 funds tracked by Wall St. Rank hold ZJUL as of Q2 2026.

Kingsview Wealth Management held 17,328 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $519K as of Q2 2026.
Kingsview Wealth Management bought 1,882 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q2 2026, an estimated $55.9K.
Innovator Equity Defined Protection ETF - 1 Yr July made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #969 holding.
Kingsview Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2024 and has held it in 8 quarters since.
85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.