AWM
ZJUL

AE Wealth Management’s Innovtor Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

AE Wealth Management’s Portfolio ZJUL Stock Details ZJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.54M Buy
90,282
+88,145
+4,125% +$2.48M 0.02% 479
2025
Q1 		$57.2K Sell
2,137
-10,180
-83% -$273K ﹤0.01% 1562
2024
Q4 		$333K Sell
12,317
-80,197
-87% -$2.17M ﹤0.01% 1053
2024
Q3 		$2.48M Buy
+92,514
New +$2.48M 0.02% 473