SWM
ZJUL

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

SeaCrest 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
Q2 		– Sell
-7,072
Closed -$206K – 674
2026
Q1 		$206K Hold
7,072
– – 0.02% 598
2025
Q4 		$206K Hold
7,072
– – 0.02% 595
2025
Q3 		$203K Buy
+7,072
New +$201K 0.02% 595

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

SeaCrest Wealth Management's ZJUL Position: Q2 2026 in Review

SeaCrest Wealth Management sold out of Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q2 2026, closing a stake of 7,072 shares — an estimated $206K sold.

SeaCrest Wealth Management first reported a position in ZJUL in Q3 2025 and held it in 3 quarters. The position peaked at $206K in Q4 2025. 38 funds tracked by Wall St. Rank hold ZJUL as of Q2 2026.

  • SeaCrest Wealth Management reported no remaining Innovator Equity Defined Protection ETF - 1 Yr July position as of Q2 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 7,072 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q2 2026, an estimated $206K.
  • SeaCrest Wealth Management first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2025 and held it in 3 quarters.
  • SeaCrest Wealth Management's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $206K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.