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
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 $68.3B AUM 20.5% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CNC
Canandaigua National Corp Canandaigua, New York $1.12B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Sigma Planning Corp's ZJUL Position: Q1 2026 in Review

Sigma Planning Corp reduced its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 68% in Q1 2026, selling an estimated $522K and leaving 8,373 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #1141.

Sigma Planning Corp first reported a position in ZJUL in Q3 2025 and has held it in 3 quarters since. The position peaked at $874K in Q3 2025. 86 funds tracked by Wall St. Rank hold ZJUL as of Q1 2026.

  • Sigma Planning Corp held 8,373 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $243K as of Q1 2026.
  • Sigma Planning Corp sold 17,899 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q1 2026, an estimated $522K.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1141 holding.
  • Sigma Planning Corp first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2025 and has held it in 3 quarters since.
  • Sigma Planning Corp's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $874K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.