LWA
ZJUL

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
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

Commonwealth Equity Services
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
DI
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
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lineweaver Wealth Advisors's ZJUL Position: Q2 2026 in Review

Lineweaver Wealth Advisors held its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) position steady in Q2 2026 at 18,820 shares worth $564K. The position accounts for 0.07% of the portfolio, ranked #136.

Lineweaver Wealth Advisors first reported a position in ZJUL in Q3 2025 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold ZJUL as of Q2 2026.

  • Lineweaver Wealth Advisors held 18,820 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $564K as of Q2 2026.
  • Lineweaver Wealth Advisors 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 0.07% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #136 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 4 quarters since.
  • 38 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.