MA
ZJUL

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
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $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
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

Mutual Advisors's ZJUL Position: Q1 2026 in Review

Mutual Advisors reduced its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 32% in Q1 2026, selling an estimated $250K and leaving 18,243 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #861.

Mutual Advisors first reported a position in ZJUL in Q3 2025 and has held it in 3 quarters since. The position peaked at $779K in Q4 2025. 85 funds tracked by Wall St. Rank hold ZJUL as of Q1 2026.

  • Mutual Advisors held 18,243 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $530K as of Q1 2026.
  • Mutual Advisors sold 8,563 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q1 2026, an estimated $250K.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #861 holding.
  • Mutual Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2025 and has held it in 3 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 Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.