NC
ZJUL

NewSquare Capital’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-60
Closed -$1.69K – 1289
2025
Q2 		$1.69K Sell
60
-340
-85% -$9.25K ﹤0.01% 994
2025
Q1 		$10.7K Buy
+400
New +$10.9K ﹤0.01% 532

Other funds holding ZJUL

SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
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
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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

NewSquare Capital's ZJUL Position: Q3 2025 in Review

NewSquare Capital sold out of Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q3 2025, closing a stake of 60 shares — an estimated $1.69K sold.

NewSquare Capital first reported a position in ZJUL in Q1 2025 and held it in 2 quarters. The position peaked at $10.7K in Q1 2025. 92 funds tracked by Wall St. Rank hold ZJUL as of Q3 2025.

  • NewSquare Capital reported no remaining Innovator Equity Defined Protection ETF - 1 Yr July position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 60 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q3 2025, an estimated $1.69K.
  • NewSquare Capital first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q1 2025 and held it in 2 quarters.
  • NewSquare Capital's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $10.7K in Q1 2025.
  • 92 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.