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

AE 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	$24.2K	Hold	970	–	–	﹤0.01%	2220
2026 Q1	$24K	Hold	970	–	–	﹤0.01%	2114
2025 Q4	$24.2K	Hold	970	–	–	﹤0.01%	1996
2025 Q3	$24.3K	Buy	+970	New	+$24.4K	﹤0.01%	1859
2024 Q1	–	Sell	-20,763	Closed	-$521K	–	1601
2023 Q4	$521K	Buy	20,763 +5,468	+36%	+$136K	﹤0.01%	1410
2023 Q3	$375K	Buy	+15,295	New	+$382K	﹤0.01%	1512

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

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

AE Wealth Management held its Innovator Premium Income 20 Barrier ETF July (JULH) position steady in Q2 2026 at 970 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

AE Wealth Management first reported a position in JULH in Q3 2023 and has held it in 6 quarters since. The position peaked at $521K in Q4 2023. 20 funds tracked by Wall St. Rank hold JULH as of Q2 2026.

AE Wealth Management held 970 shares of Innovator Premium Income 20 Barrier ETF July worth $24.2K as of Q2 2026.
AE Wealth Management left its Innovator Premium Income 20 Barrier ETF July share count unchanged in Q2 2026.
Innovator Premium Income 20 Barrier ETF July made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2220 holding.
AE Wealth Management first reported a position in Innovator Premium Income 20 Barrier ETF July in Q3 2023 and has held it in 6 quarters since.
AE Wealth Management's Innovator Premium Income 20 Barrier ETF July position peaked at $521K in Q4 2023.
20 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF July as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.