NRI
JULD

NFP Retirement Inc’s Innovator Premium Income 10 Barrier ETF July JULD Stock Holding History

NFP Retirement Inc’s Portfolio JULD Stock Details JULD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,718
Closed -$266K – 312
2025
Q2 		$266K Buy
10,718
+374
+4% +$9.29K 0.02% 261
2025
Q1 		$256K Buy
10,344
+154
+2% +$3.87K 0.02% 244
2024
Q4 		$254K Buy
10,190
+153
+2% +$3.86K 0.02% 259
2024
Q3 		$251K Buy
+10,037
New +$251K 0.02% 248

Other funds holding JULD

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

NFP Retirement Inc's JULD Position: Q3 2025 in Review

NFP Retirement Inc sold out of Innovator Premium Income 10 Barrier ETF July (JULD) in Q3 2025, closing a stake of 10,718 shares — an estimated $266K sold.

NFP Retirement Inc first reported a position in JULD in Q3 2024 and held it in 4 quarters. The position peaked at $266K in Q2 2025. 1 fund tracked by Wall St. Rank holds JULD as of Q3 2025.

  • NFP Retirement Inc reported no remaining Innovator Premium Income 10 Barrier ETF July position as of Q3 2025 after selling out during the quarter.
  • NFP Retirement Inc sold 10,718 Innovator Premium Income 10 Barrier ETF July shares in Q3 2025, an estimated $266K.
  • NFP Retirement Inc first reported a position in Innovator Premium Income 10 Barrier ETF July in Q3 2024 and held it in 4 quarters.
  • NFP Retirement Inc's Innovator Premium Income 10 Barrier ETF July position peaked at $266K in Q2 2025.
  • 1 fund tracked by Wall St. Rank held Innovator Premium Income 10 Barrier ETF July as of Q3 2025.

Based on NFP Retirement Inc's 13F filing for Q3 2025, filed 14 Nov 2025.