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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 $6.04B AUM 22.7% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $194M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Outlook Wealth Advisors's JULH Position: Q2 2025 in Review

Outlook Wealth Advisors sold out of Innovator Premium Income 20 Barrier ETF July (JULH) in Q2 2025, closing a stake of 8,240 shares — an estimated $205K sold.

Outlook Wealth Advisors first reported a position in JULH in Q3 2023 and held it in 7 quarters. The position peaked at $228K in Q4 2023. 22 funds tracked by Wall St. Rank hold JULH as of Q2 2025.

  • Outlook Wealth Advisors reported no remaining Innovator Premium Income 20 Barrier ETF July position as of Q2 2025 after selling out during the quarter.
  • Outlook Wealth Advisors sold 8,240 Innovator Premium Income 20 Barrier ETF July shares in Q2 2025, an estimated $205K.
  • Outlook Wealth Advisors first reported a position in Innovator Premium Income 20 Barrier ETF July in Q3 2023 and held it in 7 quarters.
  • Outlook Wealth Advisors's Innovator Premium Income 20 Barrier ETF July position peaked at $228K in Q4 2023.
  • 22 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF July as of Q2 2025.

Based on Outlook Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.