SWA
ZJUL

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

Stratos Wealth 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 		$1.52M Sell
52,323
-2,208
-4% -$64.4K 0.09% 211
2025
Q4 		$1.58M Sell
54,531
-666
-1% -$19.2K 0.08% 249
2025
Q3 		$1.59M Buy
55,197
+2,435
+5% +$69.3K 0.08% 256
2025
Q2 		$1.49M Buy
52,762
+8,716
+20% +$237K 0.08% 260
2025
Q1 		$1.18M Sell
44,046
-2,386
-5% -$64.8K 0.06% 279
2024
Q4 		$1.26M Sell
46,432
-69
-0.1% -$1.86K 0.06% 293
2024
Q3 		$1.25M Buy
+46,501
New +$1.22M 0.06% 315

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
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Stratos Wealth Advisors's ZJUL Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 4% in Q1 2026, selling an estimated $64.4K and leaving 52,323 shares worth $1.52M. The position accounts for 0.09% of the portfolio, ranked #211.

Stratos Wealth Advisors first reported a position in ZJUL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.59M in Q3 2025. 86 funds tracked by Wall St. Rank hold ZJUL as of Q1 2026.

  • Stratos Wealth Advisors held 52,323 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $1.52M as of Q1 2026.
  • Stratos Wealth Advisors sold 2,208 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q1 2026, an estimated $64.4K.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up 0.09% of Stratos Wealth Advisors's portfolio in Q1 2026, its #211 holding.
  • Stratos Wealth Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2024 and has held it in 7 quarters since.
  • Stratos Wealth Advisors's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $1.59M 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 Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.