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Foundations Investment Advisors’s Innovator Premium Income 30 Barrier ETF July JULJ Stock Holding History

Foundations Investment Advisors’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
2024
Q3 		– Sell
-83,839
Closed -$2.08M – 839
2024
Q2 		$2.08M Buy
83,839
+11,705
+16% +$293K 0.05% 231
2024
Q1 		$1.8M Buy
+72,134
New +$1.81M 0.05% 242

Other funds holding JULJ

BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ZIMP
Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Foundations Investment Advisors's JULJ Position: Q3 2024 in Review

Foundations Investment Advisors sold out of Innovator Premium Income 30 Barrier ETF July (JULJ) in Q3 2024, closing a stake of 83,839 shares — an estimated $2.08M sold.

Foundations Investment Advisors first reported a position in JULJ in Q1 2024 and held it in 2 quarters. The position peaked at $2.08M in Q2 2024. 17 funds tracked by Wall St. Rank hold JULJ as of Q3 2024.

  • Foundations Investment Advisors reported no remaining Innovator Premium Income 30 Barrier ETF July position as of Q3 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 83,839 Innovator Premium Income 30 Barrier ETF July shares in Q3 2024, an estimated $2.08M.
  • Foundations Investment Advisors first reported a position in Innovator Premium Income 30 Barrier ETF July in Q1 2024 and held it in 2 quarters.
  • Foundations Investment Advisors's Innovator Premium Income 30 Barrier ETF July position peaked at $2.08M in Q2 2024.
  • 17 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF July as of Q3 2024.

Based on Foundations Investment Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.