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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
Q2 		– Sell
-2,814
Closed -$81.8K – 3331
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
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

Root Financial Partners's ZJUL Position: Q2 2026 in Review

Root Financial Partners sold out of Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q2 2026, closing a stake of 2,814 shares — an estimated $81.8K sold.

Root Financial Partners first reported a position in ZJUL in Q1 2026 and held it in 1 quarter. The position peaked at $81.8K in Q1 2026. 38 funds tracked by Wall St. Rank hold ZJUL as of Q2 2026.

  • Root Financial Partners reported no remaining Innovator Equity Defined Protection ETF - 1 Yr July position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,814 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q2 2026, an estimated $81.8K.
  • Root Financial Partners first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $81.8K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.