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ZJUL

Root Financial Partners’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Root Financial Partners’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 		$81.8K Buy
+2,814
New +$82.1K ﹤0.01% 647

Other funds holding ZJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $31B AUM 28.39% 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

Root Financial Partners's ZJUL Position: Q1 2026 in Review

Root Financial Partners opened a new position in Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q1 2026: 2,814 shares worth $81.8K. The stake represents ﹤0.01% of the portfolio and ranks #647 among its holdings.

85 funds tracked by Wall St. Rank hold ZJUL as of Q1 2026.

  • Root Financial Partners held 2,814 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $81.8K as of Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr July was a new Root Financial Partners position in Q1 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #647 holding.
  • 85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.