SFA
ZJUL

Souders Financial Advisors’s Innovtor Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Souders Financial Advisors’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 		$330K Buy
+11,694
New +$330K 0.04% 159
2025
Q1 		– Sell
-8,825
Closed -$239K – 193
2024
Q4 		$239K Hold
8,825
– – 0.03% 163
2024
Q3 		$236K Buy
+8,825
New +$236K 0.03% 161