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Atria Wealth Solutions’s Innovator Premium Income 20 Barrier ETF July JULH Stock Holding History

Atria Wealth Solutions’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
2024
Q4 		– Sell
-20,795
Closed -$519K – 2042
2024
Q3 		$519K Sell
20,795
-25,525
-55% -$638K 0.01% 1233
2024
Q2 		$1.15M Sell
46,320
-30,525
-40% -$766K 0.01% 834
2024
Q1 		$1.92M Sell
76,845
-6,220
-7% -$157K 0.02% 656
2023
Q4 		$2.07M Sell
83,065
-5,765
-6% -$144K 0.03% 593
2023
Q3 		$2.18M Buy
+88,830
New +$2.22M 0.03% 531

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 $9.99B AUM 23.61% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atria Wealth Solutions's JULH Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Innovator Premium Income 20 Barrier ETF July (JULH) in Q4 2024, closing a stake of 20,795 shares — an estimated $519K sold.

Atria Wealth Solutions first reported a position in JULH in Q3 2023 and held it in 5 quarters. The position peaked at $2.18M in Q3 2023. 20 funds tracked by Wall St. Rank hold JULH as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Innovator Premium Income 20 Barrier ETF July position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 20,795 Innovator Premium Income 20 Barrier ETF July shares in Q4 2024, an estimated $519K.
  • Atria Wealth Solutions first reported a position in Innovator Premium Income 20 Barrier ETF July in Q3 2023 and held it in 5 quarters.
  • Atria Wealth Solutions's Innovator Premium Income 20 Barrier ETF July position peaked at $2.18M in Q3 2023.
  • 20 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF July as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.