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 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

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

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 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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Prosperity Capital Advisors's ZJUL Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 7.6% in Q2 2026, selling an estimated $44K and leaving 17,952 shares worth $538K. The position accounts for 0.03% of the portfolio, ranked #260.

Prosperity Capital Advisors first reported a position in ZJUL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.48M in Q3 2025. 38 funds tracked by Wall St. Rank hold ZJUL as of Q2 2026.

Prosperity Capital Advisors held 17,952 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $538K as of Q2 2026.
Prosperity Capital Advisors sold 1,483 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q2 2026, an estimated $44K.
Innovator Equity Defined Protection ETF - 1 Yr July made up 0.03% of Prosperity Capital Advisors's portfolio in Q2 2026, its #260 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 8 quarters since.
Prosperity Capital Advisors's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $1.48M 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 Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.