SAG
ZJUL

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
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

SageView Advisory Group's ZJUL Position: Q4 2025 in Review

SageView Advisory Group held its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) position steady in Q4 2025 at 8,580 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #529.

SageView Advisory Group first reported a position in ZJUL in Q3 2024 and has held it in 6 quarters since. 91 funds tracked by Wall St. Rank hold ZJUL as of Q4 2025.

  • SageView Advisory Group held 8,580 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $249K as of Q4 2025.
  • SageView Advisory Group left its Innovator Equity Defined Protection ETF - 1 Yr July share count unchanged in Q4 2025.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #529 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 6 quarters since.
  • 91 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.