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

Lineweaver Wealth Advisors’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
Q3 		$693K Buy
22,892
+4,072
+22% +$123K 0.08% 133
2026
Q2 		$564K Hold
18,820
– – 0.07% 136
2026
Q1 		$547K Hold
18,820
– – 0.07% 134
2025
Q4 		$547K Hold
18,820
– – 0.07% 142
2025
Q3 		$541K Buy
+18,820
New +$536K 0.08% 134

Other funds holding ZJUL

IAG
Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Lineweaver Wealth Advisors's ZJUL Position: Q3 2026 in Review

Lineweaver Wealth Advisors increased its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 22% in Q3 2026, buying an estimated $123K and bringing the position to 22,892 shares worth $693K. The position accounts for 0.08% of the portfolio, ranked #133.

Lineweaver Wealth Advisors first reported a position in ZJUL in Q3 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold ZJUL as of Q3 2026.

  • Lineweaver Wealth Advisors held 22,892 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $693K as of Q3 2026.
  • Lineweaver Wealth Advisors bought 4,072 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q3 2026, an estimated $123K.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up 0.08% of Lineweaver Wealth Advisors's portfolio in Q3 2026, its #133 holding.
  • Lineweaver Wealth Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2025 and has held it in 5 quarters since.
  • 14 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q3 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.