VWA
ZJUL

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
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
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

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

Visionary Wealth Advisors reduced its Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) stake by 6.7% in Q1 2026, selling an estimated $21.4K and leaving 10,240 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #525.

Visionary Wealth Advisors first reported a position in ZJUL in Q3 2024 and has held it in 6 quarters since. The position peaked at $337K in Q3 2025. 86 funds tracked by Wall St. Rank hold ZJUL as of Q1 2026.

  • Visionary Wealth Advisors held 10,240 shares of Innovator Equity Defined Protection ETF - 1 Yr July worth $298K as of Q1 2026.
  • Visionary Wealth Advisors sold 732 Innovator Equity Defined Protection ETF - 1 Yr July shares in Q1 2026, an estimated $21.4K.
  • Innovator Equity Defined Protection ETF - 1 Yr July made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #525 holding.
  • Visionary Wealth Advisors first reported a position in Innovator Equity Defined Protection ETF - 1 Yr July in Q3 2024 and has held it in 6 quarters since.
  • Visionary Wealth Advisors's Innovator Equity Defined Protection ETF - 1 Yr July position peaked at $337K 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 Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.