KWM
ZJUL

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
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
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
CNC
Canandaigua National Corp Canandaigua, New York $1.12B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Kingsview Wealth Management's ZJUL Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 0.7% in Q1 2026, selling an estimated $3.18K and leaving 15,446 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #939.

Kingsview Wealth Management first reported a position in ZJUL in Q3 2024 and has held it in 7 quarters since. The position peaked at $452K in Q4 2025. 86 funds tracked by Wall St. Rank hold ZJUL as of Q1 2026.

  • Kingsview Wealth Management held 15,446 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $449K as of Q1 2026.
  • Kingsview Wealth Management sold 109 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q1 2026, an estimated $3.18K.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #939 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 7 quarters since.
  • Kingsview Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $452K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.