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

Maia Wealth’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	$245K	Buy	+8,100	New	+$244K	0.03%	311
2026 Q1	–	Sell	-7,764	Closed	-$227K	–	369
2025 Q4	$227K	Sell	7,764 -12,728	-62%	-$368K	0.04%	312
2025 Q3	$591K	Buy	20,492 +5,272	+35%	+$150K	0.1%	191
2025 Q2	$429K	Buy	15,220 +35	+0.2%	+$952	0.08%	211
2025 Q1	$403K	Sell	15,185 -5,564	-27%	-$151K	0.09%	190
2024 Q4	$566K	Hold	20,749	–	–	0.12%	155
2024 Q3	$557K	Buy	+20,749	New	+$546K	0.14%	140

Other funds holding ZJUL

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 20.02% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Spectrum Advisors Plano, Texas $143M AUM

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Maia Wealth's ZJUL Position: Q3 2026 in Review

Maia Wealth opened a new position in Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q3 2026: 8,100 shares worth $245K. The stake represents 0.03% of the portfolio and ranks #311 among its holdings. This is a return to the name: Maia Wealth previously reported a position in ZJUL as recently as Q4 2025.

Maia Wealth first reported a position in ZJUL in Q3 2024 and has held it in 7 quarters since. The position peaked at $591K in Q3 2025. 87 funds tracked by Wall St. Rank hold ZJUL as of Q3 2026.

Maia Wealth held 8,100 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $245K as of Q3 2026.
Innovator Equity Defined Protection ETF - 1 Yr July was a new Maia Wealth position in Q3 2026.
Innovator Equity Defined Protection ETF - 1 Yr July made up 0.03% of Maia Wealth's portfolio in Q3 2026, its #311 holding.
Maia Wealth first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2024 and has held it in 7 quarters since.
Maia Wealth's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $591K in Q3 2025.
87 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.