AWS
JULD

Atria Wealth Solutions’s Innovator Premium Income 10 Barrier ETF July JULD Stock Holding History

Atria Wealth Solutions’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
2023
Q4 		– Sell
-10,880
Closed -$265K – 1983
2023
Q3 		$265K Buy
+10,880
New +$271K ﹤0.01% 1491

Other funds holding JULD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atria Wealth Solutions's JULD Position: Q4 2023 in Review

Atria Wealth Solutions sold out of Innovator Premium Income 10 Barrier ETF July (JULD) in Q4 2023, closing a stake of 10,880 shares — an estimated $265K sold.

Atria Wealth Solutions first reported a position in JULD in Q3 2023 and held it in 1 quarter. The position peaked at $265K in Q3 2023. 7 funds tracked by Wall St. Rank hold JULD as of Q4 2023.

  • Atria Wealth Solutions reported no remaining Innovator Premium Income 10 Barrier ETF July position as of Q4 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,880 Innovator Premium Income 10 Barrier ETF July shares in Q4 2023, an estimated $265K.
  • Atria Wealth Solutions first reported a position in Innovator Premium Income 10 Barrier ETF July in Q3 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's Innovator Premium Income 10 Barrier ETF July position peaked at $265K in Q3 2023.
  • 7 funds tracked by Wall St. Rank held Innovator Premium Income 10 Barrier ETF July as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.