Archer Investment Corp ZJUL — INNOVATOR ETFS TRUST EQUITY DEFINED PROTECTION ETF 1 YR JULY

Ownership history in Archer Investment Corp  ·  7 quarters on record

AI Ownership Summary

Archer Investment Corp reported INNOVATOR ETFS TRUST EQUITY DEFINED PROTECTION ETF 1 YR JULY (ZJUL) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.44% in 2024 Q3. The latest visible filing shows ZJUL at 0.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ZJUL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Archer Investment Corp's position in INNOVATOR ETFS TRUST EQUITY DEFINED PROTECTION ETF 1 YR JULY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ZJUL was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ZJUL stock page Archer Investment Corp fund profile Archer Investment Corp full holdings
How Archer Investment Corp held ZJUL — position size vs. price
% of Fund (quarterly)    ZJUL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 45,801 -3,728 -7.5% 0.28% $1.3M 2026-05-04 $29.62
2025 Q4 REDUCED 23.8% +0.0% ❌ 49,529 -15,451 -23.8% 0.32% $1.4M 2026-01-30 $29.20
2025 Q3 ADDED — — — 64,980 +5,436 +9.1% 0.42% $1.9M 2025-11-03 $28.83
2025 Q2 ADDED — — — 59,544 +4,587 +8.3% 0.40% $1.7M 2025-08-12 $28.48
2025 Q1 REDUCED 7.0% +5.3% ❌ 54,957 -4,136 -7.0% 0.38% $1.5M 2025-05-05 $26.93
2024 Q4 REDUCED — — — 59,093 -2,859 -4.6% 0.43% $1.6M 2025-01-28 $27.32
2024 Q3 INITIATED — — — 61,952 — — 0.44% $1.7M 2024-11-06 $26.91

🏢 Other funds also holding ZJUL

As of 2026 Q1 — sorted by position size

RED REEF ADVISORS LLC 1.21% IMG Wealth Management, Inc. 0.56% Diligent Investors, LLC 3Y 7Y 0.35% CANANDAIGUA NATIONAL CORP 3Y 7Y 0.3% JIM SAULNIER & ASSOCIATES, LLC 0.21% Collaborative Wealth Managment Inc. 3Y 0.2% CENTAURUS FINANCIAL, INC. 3Y 7Y 0.19% EVOLUTION WEALTH MANAGEMENT INC. 0.18% CENTRAL VALLEY ADVISORS, LLC 0.18% Aegis Wealth Management, Inc. 0.18%

FAQ About Archer Investment Corp and ZJUL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Archer Investment Corp reported owning ZJUL?

Archer Investment Corp reported ZJUL across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported ZJUL position in Archer Investment Corp's portfolio?

The largest reported portfolio weight for ZJUL was 0.44% in 2024 Q3.

What is the latest reported ZJUL position on this page?

The most recent filing on this page is 2026 Q1, when Archer Investment Corp reported 45,801 shares, equal to 0.28% of portfolio, with an estimated market value of $1.3M.

What does the chart on this ZJUL ownership page compare?

The chart compares Archer Investment Corp's quarterly ZJUL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Archer Investment Corp time their ZJUL position?

Based on 13F filing dates vs. subsequent ZJUL price moves, Archer Investment Corp correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on ZJUL relative to SPY over the holding period was -7.5%.

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