BFWM
ZJUL

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

Bright Futures 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
Q1 		– Sell
-7,836
Closed -$214K – 130
2024
Q4 		$214K Sell
7,836
-5,934
-43% -$162K 0.19% 114
2024
Q3 		$370K Buy
+13,770
New +$370K 0.18% 140