Cetera Investment Advisers
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Cetera Investment Advisers’s Innovator Premium Income 30 Barrier ETF July JULJ Stock Holding History

Cetera Investment Advisers’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
2025
Q1 		– Sell
-11,879
Closed -$296K – 4029
2024
Q4 		$296K Hold
11,879
– – ﹤0.01% 3139
2024
Q3 		$296K Buy
11,879
+983
+9% +$24.6K ﹤0.01% 3076
2024
Q2 		$271K Buy
10,896
+925
+9% +$23.2K ﹤0.01% 3118
2024
Q1 		$248K Buy
9,971
+1,231
+14% +$30.9K ﹤0.01% 3196
2023
Q4 		$218K Buy
+8,740
New +$218K ﹤0.01% 1995

Other funds holding JULJ

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
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cetera Investment Advisers's JULJ Position: Q1 2025 in Review

Cetera Investment Advisers sold out of Innovator Premium Income 30 Barrier ETF July (JULJ) in Q1 2025, closing a stake of 11,879 shares — an estimated $296K sold.

Cetera Investment Advisers first reported a position in JULJ in Q4 2023 and held it in 5 quarters. The position peaked at $296K in Q3 2024. 16 funds tracked by Wall St. Rank hold JULJ as of Q1 2025.

  • Cetera Investment Advisers reported no remaining Innovator Premium Income 30 Barrier ETF July position as of Q1 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 11,879 Innovator Premium Income 30 Barrier ETF July shares in Q1 2025, an estimated $296K.
  • Cetera Investment Advisers first reported a position in Innovator Premium Income 30 Barrier ETF July in Q4 2023 and held it in 5 quarters.
  • Cetera Investment Advisers's Innovator Premium Income 30 Barrier ETF July position peaked at $296K in Q3 2024.
  • 16 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF July as of Q1 2025.

Based on Cetera Investment Advisers's 13F filing for Q1 2025, filed 6 May 2025.