MW
ZJUL

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
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

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

Maia Wealth's ZJUL Position: Q1 2026 in Review

Maia Wealth sold out of Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q1 2026, closing a stake of 7,764 shares — an estimated $227K sold.

Maia Wealth first reported a position in ZJUL in Q3 2024 and held it in 6 quarters. The position peaked at $591K in Q3 2025. 86 funds tracked by Wall St. Rank hold ZJUL as of Q1 2026.

  • Maia Wealth reported no remaining Innovator Equity Defined Protection ETF - 1 Yr July position as of Q1 2026 after selling out during the quarter.
  • Maia Wealth sold 7,764 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q1 2026, an estimated $227K.
  • Maia Wealth first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2024 and held it in 6 quarters.
  • Maia Wealth's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $591K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.