MFG
ZJUL

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

Merit Financial Group’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 		– Sell
-7,120
Closed -$207K – 2460
2026
Q1 		$207K Hold
7,120
– – ﹤0.01% 1905
2025
Q4 		$207K Buy
+7,120
New +$206K ﹤0.01% 1797

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

Merit Financial Group's ZJUL Position: Q2 2026 in Review

Merit Financial Group sold out of Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q2 2026, closing a stake of 7,120 shares — an estimated $207K sold.

Merit Financial Group first reported a position in ZJUL in Q4 2025 and held it in 2 quarters. The position peaked at $207K in Q1 2026. 38 funds tracked by Wall St. Rank hold ZJUL as of Q2 2026.

  • Merit Financial Group reported no remaining Innovator Equity Defined Protection ETF - 1 Yr July position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 7,120 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q2 2026, an estimated $207K.
  • Merit Financial Group first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q4 2025 and held it in 2 quarters.
  • Merit Financial Group's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $207K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.