Commonwealth Equity Services
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Commonwealth Equity Services’s Innovator Premium Income 20 Barrier ETF July JULH Stock Holding History

Commonwealth Equity Services’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 		$564K Sell
22,660
-214
-0.9% -$5.35K ﹤0.01% 3214
2026
Q1 		$565K Sell
22,874
-806
-3% -$20.2K ﹤0.01% 3110
2025
Q4 		$590K Buy
23,680
+1,118
+5% +$28.2K ﹤0.01% 3046
2025
Q3 		$565K Buy
22,562
+4,283
+23% +$108K ﹤0.01% 3077
2025
Q2 		$454K Buy
18,279
+316
+2% +$7.87K ﹤0.01% 3224
2025
Q1 		$446K Buy
17,963
+212
+1% +$5.32K ﹤0.01% 3120
2024
Q4 		$443K Sell
17,751
-5,652
-24% -$142K ﹤0.01% 3058
2024
Q3 		$584K Buy
23,403
+10,063
+75% +$251K ﹤0.01% 2764
2024
Q2 		$331K Sell
13,340
-11,484
-46% -$288K ﹤0.01% 3215
2024
Q1 		$619K Buy
24,824
+380
+2% +$9.57K ﹤0.01% 2638
2023
Q4 		$610K Buy
24,444
+1,476
+6% +$36.8K ﹤0.01% 2548
2023
Q3 		$564K Buy
+22,968
New +$573K ﹤0.01% 2485

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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
WA
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Commonwealth Equity Services's JULH Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Innovator Premium Income 20 Barrier ETF July (JULH) stake by 0.94% in Q2 2026, selling an estimated $5.35K and leaving 22,660 shares worth $564K. The position accounts for ﹤0.01% of the portfolio, ranked #3214.

Commonwealth Equity Services first reported a position in JULH in Q3 2023 and has held it in 12 quarters since. The position peaked at $619K in Q1 2024. 20 funds tracked by Wall St. Rank hold JULH as of Q2 2026.

  • Commonwealth Equity Services held 22,660 shares of Innovator Premium Income 20 Barrier ETF July worth $564K as of Q2 2026.
  • Commonwealth Equity Services sold 214 Innovator Premium Income 20 Barrier ETF July shares in Q2 2026, an estimated $5.35K.
  • Innovator Premium Income 20 Barrier ETF July made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3214 holding.
  • Commonwealth Equity Services first reported a position in Innovator Premium Income 20 Barrier ETF July in Q3 2023 and has held it in 12 quarters since.
  • Commonwealth Equity Services's Innovator Premium Income 20 Barrier ETF July position peaked at $619K in Q1 2024.
  • 20 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF July as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.