ZJUL

Innovtor Equity Defined Protection ETF - 1 Yr July
ZJUL

Overview Fund Activity

72 hedge funds and large institutions have $68.3M invested in Innovtor Equity Defined Protection ETF - 1 Yr July in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 10 closing their positions.

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
19
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SA
1
Sovran Advisors
California
$9.43M
2
AWM
2
AE Wealth Management
Kansas
$2.54M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.66M
4
OC
4
Optima Capital
Oregon
$1.42M
5
CAG
5
Csenge Advisory Group
Florida
$875K

Top Sellers

1
TC
1
TownSquare Capital
Utah
$0
2
GWM
2
Geneos Wealth Management
Colorado
$526K
3
HAS
3
HBW Advisory Services
California
$0
4
PS
4
Principal Securities
Iowa
$2.34M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SA
1
Sovran Advisors
California
$9.43M 333,909 +333,909 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.36M 296,486 +5,163 +2%
CNBT
3
Canandaigua National Bank & Trust
New York
$3.38M 120,106 – –
CF
4
Centaurus Financial
California
$3.16M 112,073 -13,352 -11%
HighTower Advisors
5
HighTower Advisors
Illinois
$2.68M 95,050 – –
AWM
6
AE Wealth Management
Kansas
$2.54M 90,282 +88,145 +4,125%
PS
7
Principal Securities
Iowa
$2.34M 83,164 -19,130 -19%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.88M 66,848 +7,457 +13%
HI
9
Harbour Investments
Wisconsin
$1.75M 62,132 +163 +0.3%
AIC
10
Archer Investment Corporation
Indiana
$1.68M 59,544 +4,587 +8%
Goldman Sachs
11
Goldman Sachs
New York
$1.66M 59,047 +59,047 New
SWA
12
Stratos Wealth Advisors
Ohio
$1.49M 52,762 +8,716 +20%
OC
13
Optima Capital
Oregon
$1.42M 50,550 +50,550 New
DI
14
Diligent Investors
California
$1.36M 48,337 -938 -2%
CWS
15
Cypress Wealth Services
California
$1.3M 46,006 -7,521 -14%
KWM
16
KFG Wealth Management
Indiana
$1.24M 43,916 +5,740 +15%
TF
17
Trek Financial
Arizona
$1.11M 39,326 -1,320 -3%
BWM
18
Brown Wealth Management
Illinois
$1.07M 38,084 -4 -0%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.03M 36,389 +4,496 +14%
IMC
20
Investment Management Corporation
Virginia
$1.01M 35,718 -545 -2%
CAG
21
Csenge Advisory Group
Florida
$875K 31,702 +31,702 New
IWM
22
IMG Wealth Management
Florida
$858K 30,455 -1,133 -4%
CA
23
Continuum Advisory
Idaho
$845K 29,972 +1,296 +5%
NA
24
NewEdge Advisors
Louisiana
$814K 28,876 – –
KAS
25
Kestra Advisory Services
Texas
$797K 28,269 +3,354 +13%
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