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Kestra Advisory Services’s Innovator Premium Income 20 Barrier ETF July JULH Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-4,291
Closed -$107K – 3786
2025
Q4 		$107K Buy
+4,291
New +$108K ﹤0.01% 3372

Other funds holding JULH

WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Kestra Advisory Services's JULH Position: Q1 2026 in Review

Kestra Advisory Services sold out of Innovator Premium Income 20 Barrier ETF July (JULH) in Q1 2026, closing a stake of 4,291 shares — an estimated $107K sold.

Kestra Advisory Services first reported a position in JULH in Q4 2025 and held it in 1 quarter. The position peaked at $107K in Q4 2025. 24 funds tracked by Wall St. Rank hold JULH as of Q1 2026.

  • Kestra Advisory Services reported no remaining Innovator Premium Income 20 Barrier ETF July position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 4,291 Innovator Premium Income 20 Barrier ETF July shares in Q1 2026, an estimated $107K.
  • Kestra Advisory Services first reported a position in Innovator Premium Income 20 Barrier ETF July in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Innovator Premium Income 20 Barrier ETF July position peaked at $107K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF July as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.