CSPIA
JULD

Cary Street Partners Investment Advisory’s Innovator Premium Income 10 Barrier ETF July JULD Stock Holding History

Cary Street Partners Investment Advisory’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
-1,454
Closed -$35.4K – 1255
2023
Q3 		$35.4K Buy
+1,454
New +$36.3K ﹤0.01% 957

Other funds holding JULD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $23.6B AUM 20.99% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cary Street Partners Investment Advisory's JULD Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Innovator Premium Income 10 Barrier ETF July (JULD) in Q4 2023, closing a stake of 1,454 shares — an estimated $35.4K sold.

Cary Street Partners Investment Advisory first reported a position in JULD in Q3 2023 and held it in 1 quarter. The position peaked at $35.4K in Q3 2023. 7 funds tracked by Wall St. Rank hold JULD as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Innovator Premium Income 10 Barrier ETF July position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,454 Innovator Premium Income 10 Barrier ETF July shares in Q4 2023, an estimated $35.4K.
  • Cary Street Partners Investment Advisory first reported a position in Innovator Premium Income 10 Barrier ETF July in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Innovator Premium Income 10 Barrier ETF July position peaked at $35.4K in Q3 2023.
  • 7 funds tracked by Wall St. Rank held Innovator Premium Income 10 Barrier ETF July as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.