ZJUL — INNOVATOR ETFS TRUST

Ownership history in Focus Partners Advisor Solutions, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Focus Partners Advisor Solutions, LLC reported a position in INNOVATOR ETFS TRUST (ZJUL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q3)
Avg. % of fund
0.01%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 30,976 +15,488 +100.0% 0.01% $894K $28.73
2025 Q2 INITIATED 15,488 — — 0.01% $436K $28.18
% of Fund (quarterly)    ZJUL price (monthly, adj. close)

Other funds also holding ZJUL

As of 2025 Q4 — sorted by position size

IMG Wealth Management, Inc. 0.56% Diligent Investors, LLC 3Y 7Y 0.35% Archer Investment Corp 3Y 0.32% CANANDAIGUA NATIONAL BANK & TRUST CO 3Y 7Y 0.31% JIM SAULNIER & ASSOCIATES, LLC 0.22% CENTAURUS FINANCIAL, INC. 3Y 7Y 0.19% CENTRAL VALLEY ADVISORS, LLC 0.19% Cypress Wealth Services, LLC 3Y 7Y 0.19% KFG WEALTH MANAGEMENT, LLC 3Y 0.18% FC Advisory LLC 3Y 7Y 0.17%
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