ZJUL

Innovtor Equity Defined Protection ETF - 1 Yr July
ZJUL

Overview Fund Activity

73 hedge funds and large institutions have $69.3M 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, 20 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
20
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
TC
TownSquare Capital
Utah
$0
2
GWM
Geneos Wealth Management
Colorado
$526K
3
HAS
HBW Advisory Services
California
$0
4
PS
Principal Securities
Iowa
$2.34M
5
OMC
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
51
GeoWealth Management
Illinois
$291K +$291K +10,311 New
BCI
52
Brinker Capital Investments
Pennsylvania
$285K -$2.42K -86 -0.8%
SIA
53
Soltis Investment Advisors
Utah
$284K +$284K +10,094 New
GS
54
GWN Securities
Florida
$281K +$6.65K +236 +2%
PA
55
PFG Advisors
Arizona
$265K – – –
SAG
56
SageView Advisory Group
California
$244K – – –
TSW
57
Three Seasons Wealth
Utah
$241K – – –
CA
58
Claro Advisors
Massachusetts
$238K +$21.4K +760 +10%
CB
59
Chris Bulman
California
$232K – – –
CA
60
CoreCap Advisors
Michigan
$225K – – –
IA
61
Integrity Alliance
Iowa
$218K -$5.64K -200 -3%
UBS Group
62
UBS Group
Switzerland
$178K +$178K +6,317 New
APCM
63
Alaska Permanent Capital Management
Alaska
$167K +$167K +5,915 New
Raymond James Financial
64
Raymond James Financial
Florida
$133K +$133K +4,727 New
IA
65
IFP Advisors
Florida
$118K +$74.8K +2,655 +172%
CFD
66
Creative Financial Designs
Indiana
$84.5K – – –
DFA
67
DHJJ Financial Advisors
Illinois
$65.1K – – –
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$53K – – –
FNWA
69
Financial Network Wealth Advisors
Utah
$27.1K – – –
NS
70
NBC Securities
Alabama
$21K – – –
CFS
71
Compass Financial Services
Iowa
$17.6K – – –
PSFG
72
Park Square Financial Group
Georgia
$3.61K +$3.61K +128 New
NC
73
NewSquare Capital
Pennsylvania
$1.69K -$9.58K -340 -85%
TC
74
TownSquare Capital
Utah
– -$1.05M -39,049 Closed
HAS
75
HBW Advisory Services
California
– -$561K -20,968 Closed
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3
4