LPL Financial
JULH icon

LPL Financial’s Innovator Premium Income 20 Barrier ETF July JULH Stock Holding History

LPL Financial’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 		– Sell
-9,016
Closed -$223K – 6286
2026
Q1 		$223K Buy
+9,016
New +$225K ﹤0.01% 5419

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

LPL Financial's JULH Position: Q2 2026 in Review

LPL Financial sold out of Innovator Premium Income 20 Barrier ETF July (JULH) in Q2 2026, closing a stake of 9,016 shares — an estimated $223K sold.

LPL Financial first reported a position in JULH in Q1 2026 and held it in 1 quarter. The position peaked at $223K in Q1 2026. 20 funds tracked by Wall St. Rank hold JULH as of Q2 2026.

  • LPL Financial reported no remaining Innovator Premium Income 20 Barrier ETF July position as of Q2 2026 after selling out during the quarter.
  • LPL Financial sold 9,016 Innovator Premium Income 20 Barrier ETF July shares in Q2 2026, an estimated $223K.
  • LPL Financial first reported a position in Innovator Premium Income 20 Barrier ETF July in Q1 2026 and held it in 1 quarter.
  • LPL Financial's Innovator Premium Income 20 Barrier ETF July position peaked at $223K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF July as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.