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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
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

RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Innovator Premium Income 30 Barrier ETF July (JULJ) stake by 32% in Q1 2026, selling an estimated $8.85K and leaving 736 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

Pinnacle Wealth Planning Services first reported a position in JULJ in Q4 2025 and has held it in 2 quarters since. The position peaked at $27.2K in Q4 2025. 18 funds tracked by Wall St. Rank hold JULJ as of Q1 2026.

  • Pinnacle Wealth Planning Services held 736 shares of Innovator Premium Income 30 Barrier ETF July worth $18.2K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 354 Innovator Premium Income 30 Barrier ETF July shares in Q1 2026, an estimated $8.85K.
  • Innovator Premium Income 30 Barrier ETF July made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1739 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 2 quarters since.
  • Pinnacle Wealth Planning Services's Innovator Premium Income 30 Barrier ETF July position peaked at $27.2K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF July as of Q1 2026.

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