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

Visionary 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 Q2	–	Sell	-10,240	Closed	-$298K	–	694
2026 Q1	$298K	Sell	10,240 -732	-7%	-$21.4K	0.01%	525
2025 Q4	$319K	Sell	10,972 -766	-7%	-$22.1K	0.01%	489
2025 Q3	$337K	Buy	+11,738	New	+$334K	0.02%	469
2025 Q2	–	Sell	-7,915	Closed	-$212K	–	605
2025 Q1	$212K	Hold	7,915	–	–	0.01%	512
2024 Q4	$214K	Sell	7,915 -500	-6%	-$13.5K	0.01%	502
2024 Q3	$225K	Buy	+8,415	New	+$221K	0.01%	493

Other funds holding ZJUL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Visionary Wealth Advisors's ZJUL Position: Q2 2026 in Review

Visionary Wealth Advisors sold out of Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) in Q2 2026, closing a stake of 10,240 shares — an estimated $298K sold.

Visionary Wealth Advisors first reported a position in ZJUL in Q3 2024 and held it in 6 quarters. The position peaked at $337K in Q3 2025. 85 funds tracked by Wall St. Rank hold ZJUL as of Q2 2026.

Visionary Wealth Advisors reported no remaining Innovator Equity Defined Protection ETF - 1 Yr July position as of Q2 2026 after selling out during the quarter.
Visionary Wealth Advisors sold 10,240 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q2 2026, an estimated $298K.
Visionary Wealth Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2024 and held it in 6 quarters.
Visionary Wealth Advisors's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $337K in Q3 2025.
85 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 1 Yr July as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.