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Pinnacle Wealth Planning Services’s Innovator Premium Income 20 Barrier ETF July JULH Stock Holding History

Pinnacle Wealth Planning 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
2026
Q1 		$815 Hold
33
– – ﹤0.01% 2581
2025
Q4 		$823 Buy
+33
New +$831 ﹤0.01% 2605

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 $9.99B AUM 23.61% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's JULH Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Innovator Premium Income 20 Barrier ETF July (JULH) position steady in Q1 2026 at 33 shares worth $815. The position accounts for ﹤0.01% of the portfolio, ranked #2581.

Pinnacle Wealth Planning Services first reported a position in JULH in Q4 2025 and has held it in 2 quarters since. The position peaked at $823 in Q4 2025. 24 funds tracked by Wall St. Rank hold JULH as of Q1 2026.

  • Pinnacle Wealth Planning Services held 33 shares of Innovator Premium Income 20 Barrier ETF July worth $815 as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Innovator Premium Income 20 Barrier ETF July share count unchanged in Q1 2026.
  • Innovator Premium Income 20 Barrier ETF July made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2581 holding.
  • Pinnacle Wealth Planning Services first reported a position in Innovator Premium Income 20 Barrier ETF July in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Innovator Premium Income 20 Barrier ETF July position peaked at $823 in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF July as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.