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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$858K Sell
30,455
-1,133
-4% -$31.9K 0.66% 23
2025
Q1
$846K Hold
31,588
0.76% 22
2024
Q4
$854K Buy
+31,588
New +$854K 0.79% 23