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

Lord & Richards 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
Q3 		$1.23M Buy
+40,803
New +$1.23M 0.94% 28

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
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
LWA
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 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

Lord & Richards Wealth Management's ZJUL Position: Q3 2026 in Review

Lord & Richards Wealth Management opened a new position in Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q3 2026: 40,803 shares worth $1.23M. The stake represents 0.94% of the portfolio and ranks #28 among its holdings.

14 funds tracked by Wall St. Rank hold ZJUL as of Q3 2026.

  • Lord & Richards Wealth Management held 40,803 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $1.23M as of Q3 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr July was a new Lord & Richards Wealth Management position in Q3 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up 0.94% of Lord & Richards Wealth Management's portfolio in Q3 2026, its #28 holding.
  • 14 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q3 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.