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

Souders Financial 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 Q1	$340K	Hold	11,694	–	–	0.04%	173
2025 Q4	$340K	Hold	11,694	–	–	0.04%	171
2025 Q3	$336K	Hold	11,694	–	–	0.04%	164
2025 Q2	$330K	Buy	+11,694	New	+$318K	0.04%	159
2025 Q1	–	Sell	-8,825	Closed	-$239K	–	193
2024 Q4	$239K	Hold	8,825	–	–	0.03%	163
2024 Q3	$236K	Buy	+8,825	New	+$232K	0.03%	161

Other funds holding ZJUL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Souders Financial Advisors's ZJUL Position: Q1 2026 in Review

Souders Financial Advisors held its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) position steady in Q1 2026 at 11,694 shares worth $340K. The position accounts for 0.04% of the portfolio, ranked #173.

Souders Financial Advisors first reported a position in ZJUL in Q3 2024 and has held it in 6 quarters since. 86 funds tracked by Wall St. Rank hold ZJUL as of Q1 2026.

Souders Financial Advisors held 11,694 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $340K as of Q1 2026.
Souders Financial Advisors left its Innovator Equity Defined Protection ETF - 1 Yr July share count unchanged in Q1 2026.
Innovator Equity Defined Protection ETF - 1 Yr July made up 0.04% of Souders Financial Advisors's portfolio in Q1 2026, its #173 holding.
Souders Financial Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2024 and has held it in 6 quarters since.
86 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.