Commonwealth Equity Services’s Innovator Premium Income 10 Barrier ETF July JULD Stock Holding History

Commonwealth Equity Services’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
2025 Q3	–	Sell	-16,428	Closed	-$408K	–	4350
2025 Q2	$408K	Buy	16,428 +307	+2%	+$7.63K	﹤0.01%	3326
2025 Q1	$399K	Sell	16,121 -2,621	-14%	-$65.9K	﹤0.01%	3231
2024 Q4	$468K	Buy	18,742 +349	+2%	+$8.81K	﹤0.01%	3009
2024 Q3	$460K	Buy	18,393 +378	+2%	+$9.46K	﹤0.01%	2954
2024 Q2	$447K	Sell	18,015 -1,281	-7%	-$32.2K	﹤0.01%	2931
2024 Q1	$482K	Sell	19,296 -3,896	-17%	-$98.4K	﹤0.01%	2850
2023 Q4	$579K	Sell	23,192 -1,317	-5%	-$32.7K	﹤0.01%	2581
2023 Q3	$597K	Buy	+24,509	New	+$611K	﹤0.01%	2446

Other funds holding JULD

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Commonwealth Equity Services's JULD Position: Q3 2025 in Review

Commonwealth Equity Services sold out of Innovator Premium Income 10 Barrier ETF July (JULD) in Q3 2025, closing a stake of 16,428 shares — an estimated $408K sold.

Commonwealth Equity Services first reported a position in JULD in Q3 2023 and held it in 8 quarters. The position peaked at $597K in Q3 2023. 1 fund tracked by Wall St. Rank holds JULD as of Q3 2025.

Commonwealth Equity Services reported no remaining Innovator Premium Income 10 Barrier ETF July position as of Q3 2025 after selling out during the quarter.
Commonwealth Equity Services sold 16,428 Innovator Premium Income 10 Barrier ETF July shares in Q3 2025, an estimated $408K.
Commonwealth Equity Services first reported a position in Innovator Premium Income 10 Barrier ETF July in Q3 2023 and held it in 8 quarters.
Commonwealth Equity Services's Innovator Premium Income 10 Barrier ETF July position peaked at $597K in Q3 2023.
1 fund tracked by Wall St. Rank held Innovator Premium Income 10 Barrier ETF July as of Q3 2025.

Based on Commonwealth Equity Services's 13F filing for Q3 2025, filed 22 Oct 2025.