Allworth Financial’s Innovator Premium Income 10 Barrier ETF July JULD Stock Holding History

Allworth Financial’s Portfolio JULD Stock Details JULD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-13	Closed	-$323	–	4981
2025 Q2	$323	Hold	13	–	–	﹤0.01%	4233
2025 Q1	$320	Hold	13	–	–	﹤0.01%	3784
2024 Q4	$328	Sell	13 -8	-38%	-$202	﹤0.01%	3698
2024 Q3	$526	Hold	21	–	–	﹤0.01%	3406
2024 Q2	$522	Hold	21	–	–	﹤0.01%	3358
2024 Q1	$525	Sell	21 -7,715	-100%	-$195K	﹤0.01%	3277
2023 Q4	$193K	Hold	7,736	–	–	﹤0.01%	743
2023 Q3	$188K	Buy	+7,736	New	+$193K	﹤0.01%	704

Other funds holding JULD

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Allworth Financial's JULD Position: Q3 2025 in Review

Allworth Financial sold out of Innovator Premium Income 10 Barrier ETF July (JULD) in Q3 2025, closing a stake of 13 shares — an estimated $323 sold.

Allworth Financial first reported a position in JULD in Q3 2023 and held it in 8 quarters. The position peaked at $193K in Q4 2023. 1 fund tracked by Wall St. Rank holds JULD as of Q3 2025.

Allworth Financial reported no remaining Innovator Premium Income 10 Barrier ETF July position as of Q3 2025 after selling out during the quarter.
Allworth Financial sold 13 Innovator Premium Income 10 Barrier ETF July shares in Q3 2025, an estimated $323.
Allworth Financial first reported a position in Innovator Premium Income 10 Barrier ETF July in Q3 2023 and held it in 8 quarters.
Allworth Financial's Innovator Premium Income 10 Barrier ETF July position peaked at $193K in Q4 2023.
1 fund tracked by Wall St. Rank held Innovator Premium Income 10 Barrier ETF July as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.