Valmark Advisers’s Innovator Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Valmark Advisers’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 Q3	$249K	Buy	+8,242	New	+$249K	﹤0.01%	696

Other funds holding ZJUL

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Spectrum Advisors Plano, Texas $143M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Valmark Advisers's ZJUL Position: Q3 2026 in Review

Valmark Advisers opened a new position in Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q3 2026: 8,242 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #696 among its holdings.

71 funds tracked by Wall St. Rank hold ZJUL as of Q3 2026.

Valmark Advisers held 8,242 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $249K as of Q3 2026.
Innovator Equity Defined Protection ETF - 1 Yr July was a new Valmark Advisers position in Q3 2026.
Innovator Equity Defined Protection ETF - 1 Yr July made up ﹤0.01% of Valmark Advisers's portfolio in Q3 2026, its #696 holding.
71 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q3 2026.

Based on Valmark Advisers's 13F filing for Q3 2026, filed 6 Nov 2026.