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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,758
Closed -$208K 78
2025
Q1
$208K Hold
7,758
0.07% 67
2024
Q4
$210K Hold
7,758
0.07% 60
2024
Q3
$208K Buy
+7,758
New +$208K 0.07% 57