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Atria Wealth Solutions’s Innovator Premium Income 30 Barrier ETF July JULJ Stock Holding History

Atria Wealth Solutions’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
2024
Q2 		– Sell
-18,231
Closed -$454K – 2007
2024
Q1 		$454K Sell
18,231
-2,400
-12% -$60.3K 0.01% 1313
2023
Q4 		$514K Hold
20,631
– – 0.01% 1191
2023
Q3 		$510K Buy
+20,631
New +$515K 0.01% 1121

Other funds holding JULJ

BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
ZIMP
Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return

Atria Wealth Solutions's JULJ Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Innovator Premium Income 30 Barrier ETF July (JULJ) in Q2 2024, closing a stake of 18,231 shares — an estimated $454K sold.

Atria Wealth Solutions first reported a position in JULJ in Q3 2023 and held it in 3 quarters. The position peaked at $514K in Q4 2023. 21 funds tracked by Wall St. Rank hold JULJ as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Innovator Premium Income 30 Barrier ETF July position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 18,231 Innovator Premium Income 30 Barrier ETF July shares in Q2 2024, an estimated $454K.
  • Atria Wealth Solutions first reported a position in Innovator Premium Income 30 Barrier ETF July in Q3 2023 and held it in 3 quarters.
  • Atria Wealth Solutions's Innovator Premium Income 30 Barrier ETF July position peaked at $514K in Q4 2023.
  • 21 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF July as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.