SIA
ZJUL

Soltis Investment Advisors’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Soltis Investment Advisors’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 		$265K Buy
8,858
+519
+6% +$15.4K 0.01% 538
2026
Q1 		$242K Hold
8,339
– – 0.02% 496
2025
Q4 		$242K Sell
8,339
-7,195
-46% -$208K 0.02% 449
2025
Q3 		$446K Buy
15,534
+5,440
+54% +$155K 0.03% 317
2025
Q2 		$284K Buy
+10,094
New +$275K 0.02% 331

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

Soltis Investment Advisors's ZJUL Position: Q2 2026 in Review

Soltis Investment Advisors increased its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 6.2% in Q2 2026, buying an estimated $15.4K and bringing the position to 8,858 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #538.

Soltis Investment Advisors first reported a position in ZJUL in Q2 2025 and has held it in 5 quarters since. The position peaked at $446K in Q3 2025. 38 funds tracked by Wall St. Rank hold ZJUL as of Q2 2026.

  • Soltis Investment Advisors held 8,858 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $265K as of Q2 2026.
  • Soltis Investment Advisors bought 519 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q2 2026, an estimated $15.4K.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up 0.01% of Soltis Investment Advisors's portfolio in Q2 2026, its #538 holding.
  • Soltis Investment Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q2 2025 and has held it in 5 quarters since.
  • Soltis Investment Advisors's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $446K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.