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Accurate Wealth Management’s Innovator Premium Income 20 Barrier ETF July JULH Stock Holding History

Accurate Wealth Management’s Portfolio JULH Stock Details JULH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$297K Sell
11,931
-955
-7% -$23.9K 0.03% 463
2026
Q1 		$320K Buy
12,886
+270
+2% +$6.75K 0.04% 406
2025
Q4 		$315K Sell
12,616
-200
-2% -$5.04K 0.04% 396
2025
Q3 		$320K Sell
12,816
-453
-3% -$11.4K 0.04% 377
2025
Q2 		$330K Buy
13,269
+3,530
+36% +$88K 0.05% 340
2025
Q1 		$237K Hold
9,739
– – 0.05% 338
2024
Q4 		$243K Sell
9,739
-1,706
-15% -$42.9K 0.05% 329
2024
Q3 		$286K Sell
11,445
-300
-3% -$7.5K 0.06% 291
2024
Q2 		$293K Buy
11,745
+779
+7% +$19.5K 0.07% 238
2024
Q1 		$274K Sell
10,966
-295
-3% -$7.43K 0.08% 228
2023
Q4 		$282K Sell
11,261
-2,398
-18% -$59.8K 0.09% 209
2023
Q3 		$337K Buy
+13,659
New +$341K 0.11% 178

Other funds holding JULH

WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Accurate Wealth Management's JULH Position: Q2 2026 in Review

Accurate Wealth Management reduced its Innovator Premium Income 20 Barrier ETF July (JULH) stake by 7.4% in Q2 2026, selling an estimated $23.9K and leaving 11,931 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #463.

Accurate Wealth Management first reported a position in JULH in Q3 2023 and has held it in 12 quarters since. The position peaked at $337K in Q3 2023. 20 funds tracked by Wall St. Rank hold JULH as of Q2 2026.

  • Accurate Wealth Management held 11,931 shares of Innovator Premium Income 20 Barrier ETF July worth $297K as of Q2 2026.
  • Accurate Wealth Management sold 955 Innovator Premium Income 20 Barrier ETF July shares in Q2 2026, an estimated $23.9K.
  • Innovator Premium Income 20 Barrier ETF July made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #463 holding.
  • Accurate Wealth Management first reported a position in Innovator Premium Income 20 Barrier ETF July in Q3 2023 and has held it in 12 quarters since.
  • Accurate Wealth Management's Innovator Premium Income 20 Barrier ETF July position peaked at $337K in Q3 2023.
  • 20 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF July as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.