SageView Advisory Group’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

SageView Advisory Group’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	$257K	Hold	8,580	–	–	0.01%	536
2026 Q1	$249K	Hold	8,580	–	–	0.01%	512
2025 Q4	$249K	Hold	8,580	–	–	0.01%	529
2025 Q3	$247K	Hold	8,580	–	–	0.01%	571
2025 Q2	$244K	Hold	8,580	–	–	0.01%	550
2025 Q1	$230K	Sell	8,580 -7	-0.1%	-$190	0.01%	544
2024 Q4	$232K	Sell	8,587 -175	-2%	-$4.72K	0.01%	528
2024 Q3	$235K	Buy	+8,762	New	+$230K	0.01%	460

Other funds holding ZJUL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

SageView Advisory Group's ZJUL Position: Q2 2026 in Review

SageView Advisory Group held its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) position steady in Q2 2026 at 8,580 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #536.

SageView Advisory Group first reported a position in ZJUL in Q3 2024 and has held it in 8 quarters since. 85 funds tracked by Wall St. Rank hold ZJUL as of Q2 2026.

SageView Advisory Group held 8,580 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $257K as of Q2 2026.
SageView Advisory Group left its Innovator Equity Defined Protection ETF - 1 Yr July share count unchanged in Q2 2026.
Innovator Equity Defined Protection ETF - 1 Yr July made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #536 holding.
SageView Advisory Group first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2024 and has held it in 8 quarters since.
85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.