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Maia Wealth’s Innovator Premium Income 20 Barrier ETF July JULH Stock Holding History

Maia Wealth’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 		$828K Hold
33,550
– – 0.14% 160
2025
Q4 		$838K Buy
33,550
+671
+2% +$16.9K 0.14% 161
2025
Q3 		$829K Sell
32,879
-403
-1% -$10.1K 0.14% 162
2025
Q2 		$826K Sell
33,282
-7,539
-18% -$188K 0.16% 147
2025
Q1 		$1M Sell
40,821
-8,133
-17% -$204K 0.23% 107
2024
Q4 		$1.23M Buy
48,954
+755
+2% +$19K 0.26% 88
2024
Q3 		$1.21M Buy
48,199
+1,258
+3% +$31.4K 0.3% 80
2024
Q2 		$1.17M Buy
+46,941
New +$1.18M 0.35% 67
2023
Q4 		$1.25M Buy
+50,202
New +$1.25M 0.51% 49

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
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
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Maia Wealth's JULH Position: Q1 2026 in Review

Maia Wealth held its Innovator Premium Income 20 Barrier ETF July (JULH) position steady in Q1 2026 at 33,550 shares worth $828K. The position accounts for 0.14% of the portfolio, ranked #160.

Maia Wealth first reported a position in JULH in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.25M in Q4 2023. 24 funds tracked by Wall St. Rank hold JULH as of Q1 2026.

  • Maia Wealth held 33,550 shares of Innovator Premium Income 20 Barrier ETF July worth $828K as of Q1 2026.
  • Maia Wealth left its Innovator Premium Income 20 Barrier ETF July share count unchanged in Q1 2026.
  • Innovator Premium Income 20 Barrier ETF July made up 0.14% of Maia Wealth's portfolio in Q1 2026, its #160 holding.
  • Maia Wealth first reported a position in Innovator Premium Income 20 Barrier ETF July in Q4 2023 and has held it in 9 quarters since.
  • Maia Wealth's Innovator Premium Income 20 Barrier ETF July position peaked at $1.25M in Q4 2023.
  • 24 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF July as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.