CWS
ZJUL

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

Cypress Wealth Services’s Portfolio ZJUL Stock Details ZJUL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.3M Sell
46,006
-7,521
-14% -$212K 0.23% 83
2025
Q1 		$1.43M Sell
53,527
-19,060
-26% -$510K 0.29% 70
2024
Q4 		$1.96M Hold
72,587
– – 0.39% 53
2024
Q3 		$1.94M Buy
+72,587
New +$1.94M 0.4% 53