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Principal Securities’s Innovator Premium Income 20 Barrier ETF July JULH Stock Holding History

Principal Securities’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
Q4 		– Sell
-3,201
Closed -$80.1K – 2511
2025
Q3 		$80.1K Sell
3,201
-100
-3% -$2.51K ﹤0.01% 1703
2025
Q2 		$82K Hold
3,301
– – ﹤0.01% 1621
2025
Q1 		$82.3K Hold
3,301
– – ﹤0.01% 1527
2024
Q4 		$82.3K Buy
3,301
+3,101
+1,551% +$78K ﹤0.01% 1521
2024
Q3 		$4.99K Hold
200
– – ﹤0.01% 2679
2024
Q2 		$4.96K Sell
200
-10,999
-98% -$276K ﹤0.01% 2644
2024
Q1 		$279K Hold
11,199
– – 0.01% 888
2023
Q4 		$280K Buy
+11,199
New +$279K 0.01% 814

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
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return

Principal Securities's JULH Position: Q4 2025 in Review

Principal Securities sold out of Innovator Premium Income 20 Barrier ETF July (JULH) in Q4 2025, closing a stake of 3,201 shares — an estimated $80.1K sold.

Principal Securities first reported a position in JULH in Q4 2023 and held it in 8 quarters. The position peaked at $280K in Q4 2023. 26 funds tracked by Wall St. Rank hold JULH as of Q4 2025.

  • Principal Securities reported no remaining Innovator Premium Income 20 Barrier ETF July position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 3,201 Innovator Premium Income 20 Barrier ETF July shares in Q4 2025, an estimated $80.1K.
  • Principal Securities first reported a position in Innovator Premium Income 20 Barrier ETF July in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Innovator Premium Income 20 Barrier ETF July position peaked at $280K in Q4 2023.
  • 26 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF July as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.