SPIA
ZJUL

Steward Partners Investment Advisory’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Steward Partners Investment Advisory’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 		$227K Sell
7,804
-9
-0.1% -$263 ﹤0.01% 1951
2025
Q4 		$227K Sell
7,813
-38
-0.5% -$1.1K ﹤0.01% 1863
2025
Q3 		$226K Sell
7,851
-4,027
-34% -$115K ﹤0.01% 1809
2025
Q2 		$335K Buy
11,878
+1,128
+10% +$30.7K ﹤0.01% 1503
2025
Q1 		$288K Sell
10,750
-1,138
-10% -$30.9K ﹤0.01% 1467
2024
Q4 		$322K Sell
11,888
-6
-0.1% -$162 ﹤0.01% 1367
2024
Q3 		$319K Buy
+11,894
New +$313K ﹤0.01% 1303

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

Steward Partners Investment Advisory's ZJUL Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 0.12% in Q1 2026, selling an estimated $263 and leaving 7,804 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

Steward Partners Investment Advisory first reported a position in ZJUL in Q3 2024 and has held it in 7 quarters since. The position peaked at $335K in Q2 2025. 86 funds tracked by Wall St. Rank hold ZJUL as of Q1 2026.

  • Steward Partners Investment Advisory held 7,804 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $227K as of Q1 2026.
  • Steward Partners Investment Advisory sold 9 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q1 2026, an estimated $263.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1951 holding.
  • Steward Partners Investment Advisory first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2024 and has held it in 7 quarters since.
  • Steward Partners Investment Advisory's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $335K in Q2 2025.
  • 86 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.