PCA
ZJUL

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

Prosperity Capital 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 		$565K Sell
19,435
-377
-2% -$11K 0.03% 261
2025
Q4 		$576K Sell
19,812
-31,717
-62% -$916K 0.03% 235
2025
Q3 		$1.48M Buy
51,529
+41,005
+390% +$1.17M 0.09% 146
2025
Q2 		$297K Buy
10,524
+1,900
+22% +$51.7K 0.02% 325
2025
Q1 		$231K Sell
8,624
-1
-0% -$27 0.02% 333
2024
Q4 		$233K Sell
8,625
-7,158
-45% -$193K 0.02% 319
2024
Q3 		$423K Buy
+15,783
New +$415K 0.04% 238

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

Prosperity Capital Advisors's ZJUL Position: Q1 2026 in Review

Prosperity Capital Advisors reduced its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 1.9% in Q1 2026, selling an estimated $11K and leaving 19,435 shares worth $565K. The position accounts for 0.03% of the portfolio, ranked #261.

Prosperity Capital Advisors first reported a position in ZJUL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.48M in Q3 2025. 85 funds tracked by Wall St. Rank hold ZJUL as of Q1 2026.

  • Prosperity Capital Advisors held 19,435 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $565K as of Q1 2026.
  • Prosperity Capital Advisors sold 377 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q1 2026, an estimated $11K.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up 0.03% of Prosperity Capital Advisors's portfolio in Q1 2026, its #261 holding.
  • Prosperity Capital Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2024 and has held it in 7 quarters since.
  • Prosperity Capital Advisors's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $1.48M in Q3 2025.
  • 85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q1 2026.

Based on Prosperity Capital Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.