SAG
ZJUL

SageView Advisory Group’s Innovtor Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

SageView Advisory Group’s Portfolio ZJUL Stock Details ZJUL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$244K Hold
8,580
– – 0.01% 550
2025
Q1 		$230K Sell
8,580
-7
-0.1% -$187 0.01% 544
2024
Q4 		$232K Sell
8,587
-175
-2% -$4.73K 0.01% 528
2024
Q3 		$235K Buy
+8,762
New +$235K 0.01% 460