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Harbour Investments’s Innovator Premium Income 30 Barrier ETF July JULJ Stock Holding History

Harbour Investments’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
Q4 		– Sell
-440
Closed -$11K – 3546
2024
Q3 		$11K Hold
440
– – ﹤0.01% 2312
2024
Q2 		$10.9K Hold
440
– – ﹤0.01% 2221
2024
Q1 		$11K Hold
440
– – ﹤0.01% 2188
2023
Q4 		$11K Hold
440
– – ﹤0.01% 2110
2023
Q3 		$10.9K Buy
+440
New +$11K ﹤0.01% 2005

Other funds holding JULJ

WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Harbour Investments's JULJ Position: Q4 2024 in Review

Harbour Investments sold out of Innovator Premium Income 30 Barrier ETF July (JULJ) in Q4 2024, closing a stake of 440 shares — an estimated $11K sold.

Harbour Investments first reported a position in JULJ in Q3 2023 and held it in 5 quarters. The position peaked at $11K in Q3 2024. 17 funds tracked by Wall St. Rank hold JULJ as of Q4 2024.

  • Harbour Investments reported no remaining Innovator Premium Income 30 Barrier ETF July position as of Q4 2024 after selling out during the quarter.
  • Harbour Investments sold 440 Innovator Premium Income 30 Barrier ETF July shares in Q4 2024, an estimated $11K.
  • Harbour Investments first reported a position in Innovator Premium Income 30 Barrier ETF July in Q3 2023 and held it in 5 quarters.
  • Harbour Investments's Innovator Premium Income 30 Barrier ETF July position peaked at $11K in Q3 2024.
  • 17 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF July as of Q4 2024.

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