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

Riverchase Wealth Management’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 		$361K Hold
11,916
– – 0.18% 68
2026
Q2 		$357K Buy
+11,916
New +$354K 0.17% 67

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Centaurus Financial
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Canandaigua National Bank & Trust
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Spectrum Advisors
Spectrum Advisors Plano, Texas $143M AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Riverchase Wealth Management's ZJUL Position: Q3 2026 in Review

Riverchase Wealth Management held its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) position steady in Q3 2026 at 11,916 shares worth $361K. The position accounts for 0.18% of the portfolio, ranked #68.

Riverchase Wealth Management first reported a position in ZJUL in Q2 2026 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold ZJUL as of Q3 2026.

  • Riverchase Wealth Management held 11,916 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $361K as of Q3 2026.
  • Riverchase Wealth Management left its Innovator Equity Defined Protection ETF - 1 Yr July share count unchanged in Q3 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up 0.18% of Riverchase Wealth Management's portfolio in Q3 2026, its #68 holding.
  • Riverchase Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q2 2026 and has held it in 2 quarters since.
  • 95 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q3 2026.

Based on Riverchase Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.