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Jeff Yass’s Innovator Premium Income 20 Barrier ETF July JULH Stock Holding History

Jeff Yass’s Portfolio JULH Stock Details JULH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.28M Buy
+51,329
New +$1.28M ﹤0.01% 7554
2025
Q4 		– Sell
-8,150
Closed -$204K – 13004
2025
Q3 		$204K Sell
8,150
-6,244
-43% -$157K ﹤0.01% 10950
2025
Q2 		$357K Sell
14,394
-38,581
-73% -$961K ﹤0.01% 9948
2025
Q1 		$1.32M Buy
52,975
+25,187
+91% +$632K ﹤0.01% 6561
2024
Q4 		$693K Buy
+27,788
New +$699K ﹤0.01% 7842
2024
Q3 		– Sell
-20,060
Closed -$497K – 12519
2024
Q2 		$497K Sell
20,060
-5,482
-21% -$137K ﹤0.01% 8282
2024
Q1 		$637K Sell
25,542
-3,683
-13% -$92.7K ﹤0.01% 7929
2023
Q4 		$730K Buy
29,225
+18,160
+164% +$453K ﹤0.01% 7763
2023
Q3 		$272K Buy
+11,065
New +$276K ﹤0.01% 9572

Other funds holding JULH

WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Jeff Yass's JULH Position: Q2 2026 in Review

Jeff Yass opened a new position in Innovator Premium Income 20 Barrier ETF July (JULH) in Q2 2026: 51,329 shares worth $1.28M. The stake represents ﹤0.01% of the portfolio and ranks #7554 among its holdings. This is a return to the name: Jeff Yass previously reported a position in JULH as recently as Q3 2025.

Jeff Yass first reported a position in JULH in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.32M in Q1 2025. 20 funds tracked by Wall St. Rank hold JULH as of Q2 2026.

  • Jeff Yass held 51,329 shares of Innovator Premium Income 20 Barrier ETF July worth $1.28M as of Q2 2026.
  • Innovator Premium Income 20 Barrier ETF July was a new Jeff Yass position in Q2 2026.
  • Innovator Premium Income 20 Barrier ETF July made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7554 holding.
  • Jeff Yass first reported a position in Innovator Premium Income 20 Barrier ETF July in Q3 2023 and has held it in 9 quarters since.
  • Jeff Yass's Innovator Premium Income 20 Barrier ETF July position peaked at $1.32M in Q1 2025.
  • 20 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF July as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.