KWA
ZJUL

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

Kellett Wealth Advisors’s Portfolio ZJUL Stock Details ZJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-20,647
Closed -$553K – 80
2024
Q3 		$553K Buy
+20,647
New +$553K 0.4% 29