Kingswood Wealth Advisors’s Innovator Equity Defined Protection ETF - 2 Yr to July 2027 TJUL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.02M	Sell	35,548 -453	-1%	-$13K	0.08%	260
2025 Q1	$1.01M	Sell	36,001 -2,354	-6%	-$66.1K	0.09%	242
2024 Q4	$1.07M	Buy	38,355 +23,328	+155%	+$648K	0.08%	259
2024 Q3	$412K	Buy	+15,027	New	+$412K	0.03%	507