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Merit Financial Group’s Innovator Premium Income 30 Barrier ETF July JULJ Stock Holding History

Merit Financial Group’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
2025
Q3 		– Sell
-14,161
Closed -$352K – 1832
2025
Q2 		$352K Sell
14,161
-6,813
-32% -$170K ﹤0.01% 1259
2025
Q1 		$521K Sell
20,974
-11,225
-35% -$281K 0.01% 914
2024
Q4 		$802K Buy
+32,199
New +$808K 0.01% 562

Other funds holding JULJ

RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 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 $893B AUM 36.07% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Merit Financial Group's JULJ Position: Q3 2025 in Review

Merit Financial Group sold out of Innovator Premium Income 30 Barrier ETF July (JULJ) in Q3 2025, closing a stake of 14,161 shares — an estimated $352K sold.

Merit Financial Group first reported a position in JULJ in Q4 2024 and held it in 3 quarters. The position peaked at $802K in Q4 2024. 16 funds tracked by Wall St. Rank hold JULJ as of Q3 2025.

  • Merit Financial Group reported no remaining Innovator Premium Income 30 Barrier ETF July position as of Q3 2025 after selling out during the quarter.
  • Merit Financial Group sold 14,161 Innovator Premium Income 30 Barrier ETF July shares in Q3 2025, an estimated $352K.
  • Merit Financial Group first reported a position in Innovator Premium Income 30 Barrier ETF July in Q4 2024 and held it in 3 quarters.
  • Merit Financial Group's Innovator Premium Income 30 Barrier ETF July position peaked at $802K in Q4 2024.
  • 16 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF July as of Q3 2025.

Based on Merit Financial Group's 13F filing for Q3 2025, filed 20 Oct 2025.