RRA
ZJUL

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

Red Reef 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 		$185K Sell
6,179
-6,806
-52% -$202K 0.17% 117
2026
Q1 		$377K Sell
12,985
-28,000
-68% -$817K 0.4% 81
2025
Q4 		$1.19M Buy
+40,985
New +$1.18M 1.21% 24

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

Red Reef Advisors's ZJUL Position: Q2 2026 in Review

Red Reef Advisors reduced its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 52% in Q2 2026, selling an estimated $202K and leaving 6,179 shares worth $185K. The position accounts for 0.17% of the portfolio, ranked #117.

Red Reef Advisors first reported a position in ZJUL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.19M in Q4 2025. 38 funds tracked by Wall St. Rank hold ZJUL as of Q2 2026.

  • Red Reef Advisors held 6,179 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $185K as of Q2 2026.
  • Red Reef Advisors sold 6,806 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q2 2026, an estimated $202K.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up 0.17% of Red Reef Advisors's portfolio in Q2 2026, its #117 holding.
  • Red Reef Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q4 2025 and has held it in 3 quarters since.
  • Red Reef Advisors's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $1.19M in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2026.

Based on Red Reef Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.