ZJUL · Insider trading · 13F holders · Congress trades
Innovator Etfs Trust (ZJUL)
Who is buying and selling ZJUL: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 7
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
ZJUL at a glance
- No open-market insider purchases or sales of ZJUL were filed in the last 90 days.
- 7 13F filers hold ZJUL among their 50 largest positions, worth $10.3M combined. The biggest bets by portfolio weight are Innovative Advisory Group, LLC (3.9%), Lord & Richards Wealth Management, LLC (0.9%) and Spectrum Advisors, Inc. (0.5%). In their latest 13Fs, 2 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in ZJUL.
ZJUL insider trading
No open-market insider purchases or sales of ZJUL were filed in the last 90 days.
Who owns ZJUL? Hedge funds and superinvestors
7 13F filers hold ZJUL among their 50 largest positions, worth $10.3M combined. The biggest bets by portfolio weight are Innovative Advisory Group, LLC (3.9%), Lord & Richards Wealth Management, LLC (0.9%) and Spectrum Advisors, Inc. (0.5%). In their latest 13Fs, 2 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Innovative Advisory Group, LLCWealth manager | 3.9% | $5.4M | 177,278 | New | Q3 2026 |
| Lord & Richards Wealth Management, LLCWealth manager | 0.9% | $1.2M | 40,803 | New | Q3 2026 |
| Optima Capital LLCWealth manager | 0.4% | $1.1M | 35,298 | — | Q3 2026 |
| IMG Wealth Management, Inc.Wealth manager | 0.5% | $909K | 30,046 | +3.5% shares | Q3 2026 |
| Spectrum Advisors, Inc.Wealth manager | 0.5% | $663K | 22,137 | +74.3% shares | Q2 2026 |
| Kelly Financial Group LLCWealth manager | 0.1% | $640K | 21,154 | — | Q3 2026 |
| Reliant Wealth PlanningWealth manager | 0.1% | $431K | 14,366 | +0.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 5, Q2 2026: 2). Screen ZJUL in the grand portfolio →
ZJUL stock trades by members of Congress
No member of Congress has disclosed a trade in ZJUL.
ZJUL questions and answers
Are insiders buying ZJUL stock?
No open-market insider purchases or sales of ZJUL were filed in the last 90 days.
Which hedge funds own ZJUL?
7 13F filers hold ZJUL among their 50 largest positions, worth $10.3M combined. The biggest bets by portfolio weight are Innovative Advisory Group, LLC (3.9%), Lord & Richards Wealth Management, LLC (0.9%) and Spectrum Advisors, Inc. (0.5%). In their latest 13Fs, 2 managers opened a new position and 1 added to one.
Has Congress traded ZJUL?
No member of Congress has disclosed a trade in ZJUL.
Who is the largest holder of ZJUL?
Among 13F filers, Innovative Advisory Group, LLC reports the largest ZJUL position, $5.4M (177,278 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Innovative Advisory Group, LLC's: 3.9% of its portfolio.
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