KWM
ZJUL

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

Kingsview Wealth Management’s Portfolio ZJUL Stock Details ZJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$449K Sell
15,446
-109
-0.7% -$3.18K 0.01% 939
2025
Q4 		$452K Buy
15,555
+1,371
+10% +$39.6K 0.01% 876
2025
Q3 		$408K Buy
14,184
+313
+2% +$8.91K 0.01% 872
2025
Q2 		$391K Hold
13,871
– – 0.01% 857
2025
Q1 		$371K Buy
13,871
+1,869
+16% +$50.7K 0.01% 819
2024
Q4 		$325K Sell
12,002
-1,188
-9% -$32K 0.01% 872
2024
Q3 		$353K Buy
+13,190
New +$347K 0.01% 826

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CF
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CNC
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KAS
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
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SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return