TWP
ZJUL

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

Triad Wealth Partners’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 		$1.23M Buy
+40,953
New +$1.22M 0.07% 178

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
AIC
Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return

Triad Wealth Partners's ZJUL Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q2 2026: 40,953 shares worth $1.23M. The stake represents 0.07% of the portfolio and ranks #178 among its holdings.

62 funds tracked by Wall St. Rank hold ZJUL as of Q2 2026.

  • Triad Wealth Partners held 40,953 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $1.23M as of Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr July was a new Triad Wealth Partners position in Q2 2026.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up 0.07% of Triad Wealth Partners's portfolio in Q2 2026, its #178 holding.
  • 62 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.