PWP
ZJUL

Prasad Wealth Partners’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Prasad Wealth Partners’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 		$206K Buy
+6,875
New +$204K 0.05% 156
2026
Q1 		– Sell
-7,725
Closed -$225K – 157
2025
Q4 		$225K Sell
7,725
-150
-2% -$4.33K 0.06% 134
2025
Q3 		$226K Buy
+7,875
New +$224K 0.06% 127

Other funds holding ZJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
CCP
Carmel Capital Partners San Diego, California $303M AUM 14.73% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Prasad Wealth Partners's ZJUL Position: Q2 2026 in Review

Prasad Wealth Partners opened a new position in Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q2 2026: 6,875 shares worth $206K. The stake represents 0.05% of the portfolio and ranks #156 among its holdings. This is a return to the name: Prasad Wealth Partners previously reported a position in ZJUL as recently as Q4 2025.

Prasad Wealth Partners first reported a position in ZJUL in Q3 2025 and has held it in 3 quarters since. The position peaked at $226K in Q3 2025. 38 funds tracked by Wall St. Rank hold ZJUL as of Q2 2026.

  • Prasad Wealth Partners held 6,875 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $206K as of Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr July was a new Prasad Wealth Partners position in Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up 0.05% of Prasad Wealth Partners's portfolio in Q2 2026, its #156 holding.
  • Prasad Wealth Partners first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2025 and has held it in 3 quarters since.
  • Prasad Wealth Partners's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $226K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2026.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.