HI
JULD

Harbour Investments’s Innovator Premium Income 10 Barrier ETF July JULD Stock Holding History

Harbour Investments’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
2024
Q4 		– Sell
-160
Closed -$4.07K – 3544
2024
Q3 		$4.07K Hold
160
– – ﹤0.01% 2696
2024
Q2 		$3.97K Hold
160
– – ﹤0.01% 2594
2024
Q1 		$4K Hold
160
– – ﹤0.01% 2581
2023
Q4 		$4K Hold
160
– – ﹤0.01% 2497
2023
Q3 		$3.9K Buy
+160
New +$3.99K ﹤0.01% 2364

Other funds holding JULD

SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Harbour Investments's JULD Position: Q4 2024 in Review

Harbour Investments sold out of Innovator Premium Income 10 Barrier ETF July (JULD) in Q4 2024, closing a stake of 160 shares — an estimated $4.07K sold.

Harbour Investments first reported a position in JULD in Q3 2023 and held it in 5 quarters. The position peaked at $4.07K in Q3 2024. 10 funds tracked by Wall St. Rank hold JULD as of Q4 2024.

  • Harbour Investments reported no remaining Innovator Premium Income 10 Barrier ETF July position as of Q4 2024 after selling out during the quarter.
  • Harbour Investments sold 160 Innovator Premium Income 10 Barrier ETF July shares in Q4 2024, an estimated $4.07K.
  • Harbour Investments first reported a position in Innovator Premium Income 10 Barrier ETF July in Q3 2023 and held it in 5 quarters.
  • Harbour Investments's Innovator Premium Income 10 Barrier ETF July position peaked at $4.07K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Innovator Premium Income 10 Barrier ETF July as of Q4 2024.

Based on Harbour Investments's 13F filing for Q4 2024, filed 10 Feb 2025.