PWPS
ZJUL

Pinnacle Wealth Planning Services’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.1K Hold
38
– – ﹤0.01% 2536
2025
Q4 		$1.1K Buy
+38
New +$1.1K ﹤0.01% 2573

Other funds holding ZJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $31B AUM 28.39% 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

Pinnacle Wealth Planning Services's ZJUL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) position steady in Q1 2026 at 38 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2536.

Pinnacle Wealth Planning Services first reported a position in ZJUL in Q4 2025 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold ZJUL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 38 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $1.1K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Innovator Equity Defined Protection ETF - 1 Yr July share count unchanged in Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2536 holding.
  • Pinnacle Wealth Planning Services first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q4 2025 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.