UBS Group
ZJUL

UBS Group’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

UBS Group’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 		$23.1K Buy
795
+603
+314% +$17.6K ﹤0.01% 7831
2025
Q4 		$5.58K Buy
+192
New +$5.54K ﹤0.01% 8663
2025
Q3 		– Sell
-6,317
Closed -$178K – 11121
2025
Q2 		$178K Buy
+6,317
New +$172K ﹤0.01% 6801

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

UBS Group's ZJUL Position: Q1 2026 in Review

UBS Group increased its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 314% in Q1 2026, buying an estimated $17.6K and bringing the position to 795 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #7831.

UBS Group first reported a position in ZJUL in Q2 2025 and has held it in 3 quarters since. The position peaked at $178K in Q2 2025. 86 funds tracked by Wall St. Rank hold ZJUL as of Q1 2026.

  • UBS Group held 795 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $23.1K as of Q1 2026.
  • UBS Group bought 603 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q1 2026, an estimated $17.6K.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7831 holding.
  • UBS Group first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q2 2025 and has held it in 3 quarters since.
  • UBS Group's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $178K 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 UBS Group's 13F filing for Q1 2026, filed 5 May 2026.