LPL Financial
ZJUL

LPL Financial’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

LPL Financial’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 		$874K Buy
30,054
+833
+3% +$24.3K ﹤0.01% 4304
2025
Q4 		$849K Sell
29,221
-191
-0.6% -$5.51K ﹤0.01% 4237
2025
Q3 		$845K Buy
29,412
+15,934
+118% +$454K ﹤0.01% 4155
2025
Q2 		$380K Buy
+13,478
New +$367K ﹤0.01% 4603

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

LPL Financial's ZJUL Position: Q1 2026 in Review

LPL Financial increased its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 2.9% in Q1 2026, buying an estimated $24.3K and bringing the position to 30,054 shares worth $874K. The position accounts for ﹤0.01% of the portfolio, ranked #4304.

LPL Financial first reported a position in ZJUL in Q2 2025 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold ZJUL as of Q1 2026.

  • LPL Financial held 30,054 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $874K as of Q1 2026.
  • LPL Financial bought 833 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q1 2026, an estimated $24.3K.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4304 holding.
  • LPL Financial first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q2 2025 and has held it in 4 quarters since.
  • 86 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.