MWM
ZJUL

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

Mosley Wealth 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
2026
Q2 		– Sell
-364
Closed -$10.5K – 825
2026
Q1 		$10.5K Buy
+364
New +$10.6K ﹤0.01% 296

Other funds holding ZJUL

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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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IWM
IMG Wealth Management Jacksonville, Florida $180M AUM 21.06% 1-Year Est. Return

Mosley Wealth Management's ZJUL Position: Q2 2026 in Review

Mosley Wealth Management sold out of Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q2 2026, closing a stake of 364 shares — an estimated $10.5K sold.

Mosley Wealth Management first reported a position in ZJUL in Q1 2026 and held it in 1 quarter. The position peaked at $10.5K in Q1 2026. 53 funds tracked by Wall St. Rank hold ZJUL as of Q2 2026.

  • Mosley Wealth Management reported no remaining Innovator Equity Defined Protection ETF - 1 Yr July position as of Q2 2026 after selling out during the quarter.
  • Mosley Wealth Management sold 364 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q2 2026, an estimated $10.5K.
  • Mosley Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q1 2026 and held it in 1 quarter.
  • Mosley Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $10.5K in Q1 2026.
  • 53 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.