Blue Bell Private Wealth Management’s Innovator Premium Income 20 Barrier ETF July JULH Stock Holding History

Blue Bell Private Wealth Management’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
2026 Q2	$996	Hold	40	–	–	﹤0.01%	684
2026 Q1	$988	Hold	40	–	–	﹤0.01%	681
2025 Q4	$997	Hold	40	–	–	﹤0.01%	676
2025 Q3	$1K	Hold	40	–	–	﹤0.01%	679
2025 Q2	$993	Hold	40	–	–	﹤0.01%	674
2025 Q1	$993	Hold	40	–	–	﹤0.01%	670
2024 Q4	$997	Hold	40	–	–	﹤0.01%	625
2024 Q3	$998	Hold	40	–	–	﹤0.01%	645
2024 Q2	$991	Hold	40	–	–	﹤0.01%	664
2024 Q1	$997	Hold	40	–	–	﹤0.01%	677
2023 Q4	$999	Hold	40	–	–	﹤0.01%	672
2023 Q3	$981	Buy	+40	New	+$999	﹤0.01%	632

Other funds holding JULH

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Blue Bell Private Wealth Management's JULH Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Innovator Premium Income 20 Barrier ETF July (JULH) position steady in Q2 2026 at 40 shares worth $996. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Blue Bell Private Wealth Management first reported a position in JULH in Q3 2023 and has held it in 12 quarters since. The position peaked at $1K in Q3 2025. 20 funds tracked by Wall St. Rank hold JULH as of Q2 2026.

Blue Bell Private Wealth Management held 40 shares of Innovator Premium Income 20 Barrier ETF July worth $996 as of Q2 2026.
Blue Bell Private Wealth Management left its Innovator Premium Income 20 Barrier ETF July share count unchanged in Q2 2026.
Innovator Premium Income 20 Barrier ETF July made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #684 holding.
Blue Bell Private Wealth Management first reported a position in Innovator Premium Income 20 Barrier ETF July in Q3 2023 and has held it in 12 quarters since.
Blue Bell Private Wealth Management's Innovator Premium Income 20 Barrier ETF July position peaked at $1K in Q3 2025.
20 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF July as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.