AWM
JULH icon

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
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 $6.2B AUM 19.68% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return