SWM
ZJUL

Sugarloaf Wealth Management’s Innovtor Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Sugarloaf 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
2024
Q4 		$162K Buy
+6,000
New +$162K 0.03% 192