SPIA
ZJUL

Steward Partners Investment Advisory’s Innovtor Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Steward Partners Investment Advisory’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 		$335K Buy
11,878
+1,128
+10% +$31.8K ﹤0.01% 1503
2025
Q1 		$288K Sell
10,750
-1,138
-10% -$30.5K ﹤0.01% 1467
2024
Q4 		$322K Sell
11,888
-6
-0.1% -$162 ﹤0.01% 1367
2024
Q3 		$319K Buy
+11,894
New +$319K ﹤0.01% 1303