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 Q3	$2.42M	Buy	80,048 +62,096	+346%	+$1.87M	0.12%	114
2026 Q2	$538K	Sell	17,952 -1,483	-8%	-$44K	0.03%	260
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

IAG

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

LRWM

Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Prosperity Capital Advisors's ZJUL Position: Q3 2026 in Review

Prosperity Capital Advisors increased its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 346% in Q3 2026, buying an estimated $1.87M and bringing the position to 80,048 shares worth $2.42M. The position accounts for 0.12% of the portfolio, ranked #114.

Prosperity Capital Advisors first reported a position in ZJUL in Q3 2024 and has held it in 9 quarters since. 14 funds tracked by Wall St. Rank hold ZJUL as of Q3 2026.

Prosperity Capital Advisors held 80,048 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $2.42M as of Q3 2026.
Prosperity Capital Advisors bought 62,096 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q3 2026, an estimated $1.87M.
Innovator Equity Defined Protection ETF - 1 Yr July made up 0.12% of Prosperity Capital Advisors's portfolio in Q3 2026, its #114 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 9 quarters since.
14 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.