SPC
ZJUL

Sigma Planning Corp’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Sigma Planning Corp’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
-8,373
Closed -$243K – 1479
2026
Q1 		$243K Sell
8,373
-17,899
-68% -$522K 0.01% 1141
2025
Q4 		$764K Sell
26,272
-4,142
-14% -$120K 0.02% 631
2025
Q3 		$874K Buy
+30,414
New +$866K 0.02% 583

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 $85.1B AUM 27.35% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CAPTRUST Financial Advisors
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

Sigma Planning Corp's ZJUL Position: Q2 2026 in Review

Sigma Planning Corp sold out of Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q2 2026, closing a stake of 8,373 shares — an estimated $243K sold.

Sigma Planning Corp first reported a position in ZJUL in Q3 2025 and held it in 3 quarters. The position peaked at $874K in Q3 2025. 85 funds tracked by Wall St. Rank hold ZJUL as of Q2 2026.

  • Sigma Planning Corp reported no remaining Innovator Equity Defined Protection ETF - 1 Yr July position as of Q2 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 8,373 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q2 2026, an estimated $243K.
  • Sigma Planning Corp first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2025 and held it in 3 quarters.
  • Sigma Planning Corp's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $874K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.