HI
JULQ

Harbour Investments’s Innovator Premium Income 40 Barrier ETF July JULQ Stock Holding History

Harbour Investments’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
Q4 		– Sell
-640
Closed -$16K – 3547
2024
Q3 		$16K Hold
640
– – ﹤0.01% 2158
2024
Q2 		$15.9K Hold
640
– – ﹤0.01% 2064
2024
Q1 		$15.9K Hold
640
– – ﹤0.01% 2053
2023
Q4 		$15.9K Hold
640
– – ﹤0.01% 1971
2023
Q3 		$15.8K Buy
+640
New +$16K ﹤0.01% 1851

Other funds holding JULQ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Harbour Investments's JULQ Position: Q4 2024 in Review

Harbour Investments sold out of Innovator Premium Income 40 Barrier ETF July (JULQ) in Q4 2024, closing a stake of 640 shares — an estimated $16K sold.

Harbour Investments first reported a position in JULQ in Q3 2023 and held it in 5 quarters. The position peaked at $16K in Q3 2024. 11 funds tracked by Wall St. Rank hold JULQ as of Q4 2024.

  • Harbour Investments reported no remaining Innovator Premium Income 40 Barrier ETF July position as of Q4 2024 after selling out during the quarter.
  • Harbour Investments sold 640 Innovator Premium Income 40 Barrier ETF July shares in Q4 2024, an estimated $16K.
  • Harbour Investments first reported a position in Innovator Premium Income 40 Barrier ETF July in Q3 2023 and held it in 5 quarters.
  • Harbour Investments's Innovator Premium Income 40 Barrier ETF July position peaked at $16K in Q3 2024.
  • 11 funds tracked by Wall St. Rank held Innovator Premium Income 40 Barrier ETF July as of Q4 2024.

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