AWM
JULJ icon

AE Wealth Management’s Innovator Premium Income 30 Barrier ETF July JULJ Stock Holding History

AE Wealth Management’s Portfolio JULJ Stock Details JULJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-144
Closed -$3.59K – 2652
2025
Q4 		$3.59K Buy
+144
New +$3.62K ﹤0.01% 2278

Other funds holding JULJ

RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $757M AUM

AE Wealth Management's JULJ Position: Q1 2026 in Review

AE Wealth Management sold out of Innovator Premium Income 30 Barrier ETF July (JULJ) in Q1 2026, closing a stake of 144 shares — an estimated $3.59K sold.

AE Wealth Management first reported a position in JULJ in Q4 2025 and held it in 1 quarter. The position peaked at $3.59K in Q4 2025. 18 funds tracked by Wall St. Rank hold JULJ as of Q1 2026.

  • AE Wealth Management reported no remaining Innovator Premium Income 30 Barrier ETF July position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 144 Innovator Premium Income 30 Barrier ETF July shares in Q1 2026, an estimated $3.59K.
  • AE Wealth Management first reported a position in Innovator Premium Income 30 Barrier ETF July in Q4 2025 and held it in 1 quarter.
  • AE Wealth Management's Innovator Premium Income 30 Barrier ETF July position peaked at $3.59K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF July as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.