Mutual Advisors’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Mutual Advisors’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	$467K	Sell	15,584 -2,659	-15%	-$78.9K	0.01%	972
2026 Q1	$530K	Sell	18,243 -8,563	-32%	-$250K	0.01%	861
2025 Q4	$779K	Buy	26,806 +380	+1%	+$11K	0.02%	679
2025 Q3	$761K	Buy	+26,426	New	+$752K	0.02%	679

Other funds holding ZJUL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Mutual Advisors's ZJUL Position: Q2 2026 in Review

Mutual Advisors reduced its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 15% in Q2 2026, selling an estimated $78.9K and leaving 15,584 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #972.

Mutual Advisors first reported a position in ZJUL in Q3 2025 and has held it in 4 quarters since. The position peaked at $779K in Q4 2025. 85 funds tracked by Wall St. Rank hold ZJUL as of Q2 2026.

Mutual Advisors held 15,584 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $467K as of Q2 2026.
Mutual Advisors sold 2,659 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q2 2026, an estimated $78.9K.
Innovator Equity Defined Protection ETF - 1 Yr July made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #972 holding.
Mutual Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2025 and has held it in 4 quarters since.
Mutual Advisors's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $779K in Q4 2025.
85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.