Pinnacle Wealth Planning Services
JULJ icon

Pinnacle Wealth Planning Services’s Innovator Premium Income 30 Barrier ETF July JULJ Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio JULJ Stock Details JULJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$18.3K Hold
736
– – ﹤0.01% 1821
2026
Q2 		$18.2K Hold
736
– – ﹤0.01% 1825
2026
Q1 		$18.2K Sell
736
-354
-32% -$8.85K ﹤0.01% 1739
2025
Q4 		$27.2K Buy
+1,090
New +$27.4K ﹤0.01% 1568

Other funds holding JULJ

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Soltis Investment Advisors
Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return
Integrity Advisory Solutions
Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return
Vima LLC
Vima LLC Troy, Michigan $97.9M AUM
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Pinnacle Wealth Planning Services's JULJ Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Innovator Premium Income 30 Barrier ETF July (JULJ) position steady in Q3 2026 at 736 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1821.

Pinnacle Wealth Planning Services first reported a position in JULJ in Q4 2025 and has held it in 4 quarters since. The position peaked at $27.2K in Q4 2025. 11 funds tracked by Wall St. Rank hold JULJ as of Q3 2026.

  • Pinnacle Wealth Planning Services held 736 shares of Innovator Premium Income 30 Barrier ETF July worth $18.3K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Innovator Premium Income 30 Barrier ETF July share count unchanged in Q3 2026.
  • Innovator Premium Income 30 Barrier ETF July made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1821 holding.
  • Pinnacle Wealth Planning Services first reported a position in Innovator Premium Income 30 Barrier ETF July in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Innovator Premium Income 30 Barrier ETF July position peaked at $27.2K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF July as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.