MML Investors Services
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MML Investors Services’s Innovator Premium Income 20 Barrier ETF July JULH Stock Holding History

MML Investors 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
2024
Q1 		– Sell
-16,177
Closed -$404K – 2528
2023
Q4 		$404K Sell
16,177
-31
-0.2% -$774 ﹤0.01% 1875
2023
Q3 		$398K Buy
+16,208
New +$405K ﹤0.01% 1765

Other funds holding JULH

BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return

MML Investors Services's JULH Position: Q1 2024 in Review

MML Investors Services sold out of Innovator Premium Income 20 Barrier ETF July (JULH) in Q1 2024, closing a stake of 16,177 shares — an estimated $404K sold.

MML Investors Services first reported a position in JULH in Q3 2023 and held it in 2 quarters. The position peaked at $404K in Q4 2023. 20 funds tracked by Wall St. Rank hold JULH as of Q1 2024.

  • MML Investors Services reported no remaining Innovator Premium Income 20 Barrier ETF July position as of Q1 2024 after selling out during the quarter.
  • MML Investors Services sold 16,177 Innovator Premium Income 20 Barrier ETF July shares in Q1 2024, an estimated $404K.
  • MML Investors Services first reported a position in Innovator Premium Income 20 Barrier ETF July in Q3 2023 and held it in 2 quarters.
  • MML Investors Services's Innovator Premium Income 20 Barrier ETF July position peaked at $404K in Q4 2023.
  • 20 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF July as of Q1 2024.

Based on MML Investors Services's 13F filing for Q1 2024, filed 14 May 2024.