KWM
ZJUL

Kingsview Wealth Management’s Innovtor 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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$391K Hold
13,871
– – 0.01% 857
2025
Q1 		$371K Buy
13,871
+1,869
+16% +$50K 0.01% 819
2024
Q4 		$325K Sell
12,002
-1,188
-9% -$32.1K 0.01% 872
2024
Q3 		$353K Buy
+13,190
New +$353K 0.01% 826