BWM
ZJUL

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

Brown 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 		$1.07M Sell
38,084
-4
-0% -$113 0.33% 50
2025
Q1 		$1.02M Sell
38,088
-183
-0.5% -$4.9K 0.35% 50
2024
Q4 		$1.04M Buy
+38,271
New +$1.04M 0.37% 43