KWM
ZJUL

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

KFG 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 		$1.24M Buy
43,916
+5,740
+15% +$162K 0.2% 64
2025
Q1 		$1.02M Hold
38,176
– – 0.19% 67
2024
Q4 		$1.03M Hold
38,176
– – 0.19% 60
2024
Q3 		$1.02M Buy
+38,176
New +$1.02M 0.22% 62