MAM
ZJUL

MMA Asset Management’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

MMA Asset 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
2025
Q4 		– Sell
-345
Closed -$9.91K – 310
2025
Q3 		$9.91K Buy
+345
New +$9.82K ﹤0.01% 259

Other funds holding ZJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

MMA Asset Management's ZJUL Position: Q4 2025 in Review

MMA Asset Management sold out of Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q4 2025, closing a stake of 345 shares — an estimated $9.91K sold.

MMA Asset Management first reported a position in ZJUL in Q3 2025 and held it in 1 quarter. The position peaked at $9.91K in Q3 2025. 91 funds tracked by Wall St. Rank hold ZJUL as of Q4 2025.

  • MMA Asset Management reported no remaining Innovator Equity Defined Protection ETF - 1 Yr July position as of Q4 2025 after selling out during the quarter.
  • MMA Asset Management sold 345 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q4 2025, an estimated $9.91K.
  • MMA Asset Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2025 and held it in 1 quarter.
  • MMA Asset Management's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $9.91K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q4 2025.

Based on MMA Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.