IAGL
ZJUL

Innovative Advisory Group, LLC’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Innovative Advisory Group, LLC’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
Q1 		– Sell
-270
Closed -$7.3K – 251
2024
Q4 		$7.3K Buy
+270
New +$7.28K 0.01% 117

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AIC
Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Innovative Advisory Group, LLC's ZJUL Position: Q1 2025 in Review

Innovative Advisory Group, LLC sold out of Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q1 2025, closing a stake of 270 shares — an estimated $7.3K sold.

Innovative Advisory Group, LLC first reported a position in ZJUL in Q4 2024 and held it in 1 quarter. The position peaked at $7.3K in Q4 2024. 68 funds tracked by Wall St. Rank hold ZJUL as of Q1 2025.

  • Innovative Advisory Group, LLC reported no remaining Innovator Equity Defined Protection ETF - 1 Yr July position as of Q1 2025 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 270 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q1 2025, an estimated $7.3K.
  • Innovative Advisory Group, LLC first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q4 2024 and held it in 1 quarter.
  • Innovative Advisory Group, LLC's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $7.3K in Q4 2024.
  • 68 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q1 2025.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2025, filed 23 Sep 2026.