TWM
ZJUL

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

Tradition 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
2025
Q2 		$454K Hold
16,098
– – 0.04% 282
2025
Q1 		$431K Sell
16,098
-2,718
-14% -$72.8K 0.04% 275
2024
Q4 		$509K Sell
18,816
-1,275
-6% -$34.5K 0.04% 239
2024
Q3 		$538K Buy
+20,091
New +$538K 0.05% 231