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

Outlook Wealth Advisors’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
2025
Q2 		– Sell
-8,240
Closed -$205K – 276
2025
Q1 		$205K Sell
8,240
-400
-5% -$10K 0.06% 259
2024
Q4 		$215K Sell
8,640
-480
-5% -$12.1K 0.06% 243
2024
Q3 		$228K Hold
9,120
– – 0.07% 242
2024
Q2 		$208K Hold
9,120
– – 0.06% 251
2024
Q1 		$227K Hold
9,120
– – 0.07% 242
2023
Q4 		$228K Hold
9,120
– – 0.08% 211
2023
Q3 		$224K Buy
+9,120
New +$228K 0.09% 186

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 $8.75B AUM 16.46% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return