BTWM
ZJUL

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

Brass Tax 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 		$486K Sell
17,257
-460
-3% -$13K 0.09% 114
2025
Q1 		$474K Sell
17,717
-100
-0.6% -$2.68K 0.1% 106
2024
Q4 		$482K Hold
17,817
– – 0.1% 101
2024
Q3 		$477K Buy
+17,817
New +$477K 0.1% 95