IFP Advisors
JULJ icon

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

IFP 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
2026
Q3 		$5.44K Buy
219
+4
+2% +$100 ﹤0.01% 3760
2026
Q2 		$5.33K Hold
215
– – ﹤0.01% 3753
2026
Q1 		$5.33K Buy
215
+10
+5% +$250 ﹤0.01% 3486
2025
Q4 		$5.11K Hold
205
– – ﹤0.01% 3397
2025
Q3 		$5.12K Buy
205
+5
+3% +$125 ﹤0.01% 3234
2025
Q2 		$4.96K Buy
+200
New +$4.99K ﹤0.01% 3394
2024
Q1 		– Sell
-5,395
Closed -$134K – 3185
2023
Q4 		$134K Buy
+5,395
New +$135K 0.01% 1137

Other funds holding JULJ

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Soltis Investment Advisors
Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return
Integrity Advisory Solutions
Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return
Vima LLC
Vima LLC Troy, Michigan $97.9M AUM
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return

IFP Advisors's JULJ Position: Q3 2026 in Review

IFP Advisors increased its Innovator Premium Income 30 Barrier ETF July (JULJ) stake by 1.9% in Q3 2026, buying an estimated $100 and bringing the position to 219 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #3760.

IFP Advisors first reported a position in JULJ in Q4 2023 and has held it in 7 quarters since. The position peaked at $134K in Q4 2023. 8 funds tracked by Wall St. Rank hold JULJ as of Q3 2026.

  • IFP Advisors held 219 shares of Innovator Premium Income 30 Barrier ETF July worth $5.44K as of Q3 2026.
  • IFP Advisors bought 4 Innovator Premium Income 30 Barrier ETF July shares in Q3 2026, an estimated $100.
  • Innovator Premium Income 30 Barrier ETF July made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3760 holding.
  • IFP Advisors first reported a position in Innovator Premium Income 30 Barrier ETF July in Q4 2023 and has held it in 7 quarters since.
  • IFP Advisors's Innovator Premium Income 30 Barrier ETF July position peaked at $134K in Q4 2023.
  • 8 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF July as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.