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EverSource Wealth Advisors’s Innovator Premium Income 20 Barrier ETF July JULH Stock Holding History

EverSource Wealth Advisors’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 		$1.99K Hold
80
– – ﹤0.01% 3723
2026
Q1 		$1.98K Sell
80
-20
-20% -$500 ﹤0.01% 3645
2025
Q4 		$2.49K Hold
100
– – ﹤0.01% 3412
2025
Q3 		$2.5K Hold
100
– – ﹤0.01% 3448
2025
Q2 		$2.48K Hold
100
– – ﹤0.01% 3431
2025
Q1 		$2.48K Sell
100
-63
-39% -$1.58K ﹤0.01% 2834
2024
Q4 		$4.06K Buy
+163
New +$4.1K ﹤0.01% 2439

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
Commonwealth Equity Services
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

EverSource Wealth Advisors's JULH Position: Q2 2026 in Review

EverSource Wealth Advisors held its Innovator Premium Income 20 Barrier ETF July (JULH) position steady in Q2 2026 at 80 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #3723.

EverSource Wealth Advisors first reported a position in JULH in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.06K in Q4 2024. 20 funds tracked by Wall St. Rank hold JULH as of Q2 2026.

  • EverSource Wealth Advisors held 80 shares of Innovator Premium Income 20 Barrier ETF July worth $1.99K as of Q2 2026.
  • EverSource Wealth Advisors 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 EverSource Wealth Advisors's portfolio in Q2 2026, its #3723 holding.
  • EverSource Wealth Advisors first reported a position in Innovator Premium Income 20 Barrier ETF July in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Innovator Premium Income 20 Barrier ETF July position peaked at $4.06K in Q4 2024.
  • 20 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF July as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.