FNWA
JULQ

Financial Network Wealth Advisors’s Innovator Premium Income 40 Barrier ETF July JULQ Stock Holding History

Financial Network Wealth Advisors’s Portfolio JULQ Stock Details JULQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,000
Closed -$24.8K – 911
2024
Q2 		$24.8K Buy
+1,000
New +$25K 0.02% 378

Other funds holding JULQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Network Wealth Advisors's JULQ Position: Q3 2024 in Review

Financial Network Wealth Advisors sold out of Innovator Premium Income 40 Barrier ETF July (JULQ) in Q3 2024, closing a stake of 1,000 shares — an estimated $24.8K sold.

Financial Network Wealth Advisors first reported a position in JULQ in Q2 2024 and held it in 1 quarter. The position peaked at $24.8K in Q2 2024. 12 funds tracked by Wall St. Rank hold JULQ as of Q3 2024.

  • Financial Network Wealth Advisors reported no remaining Innovator Premium Income 40 Barrier ETF July position as of Q3 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 1,000 Innovator Premium Income 40 Barrier ETF July shares in Q3 2024, an estimated $24.8K.
  • Financial Network Wealth Advisors first reported a position in Innovator Premium Income 40 Barrier ETF July in Q2 2024 and held it in 1 quarter.
  • Financial Network Wealth Advisors's Innovator Premium Income 40 Barrier ETF July position peaked at $24.8K in Q2 2024.
  • 12 funds tracked by Wall St. Rank held Innovator Premium Income 40 Barrier ETF July as of Q3 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.