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Principal Securities’s Innovator Premium Income 30 Barrier ETF July JULJ Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-100
Closed -$2.5K – 2512
2025
Q3 		$2.5K Buy
+100
New +$2.5K ﹤0.01% 3179
2024
Q2 		– Sell
-32,980
Closed -$826K – 3439
2024
Q1 		$821K Hold
32,980
– – 0.03% 504
2023
Q4 		$821K Buy
+32,980
New +$824K 0.03% 465

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
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Principal Securities's JULJ Position: Q4 2025 in Review

Principal Securities sold out of Innovator Premium Income 30 Barrier ETF July (JULJ) in Q4 2025, closing a stake of 100 shares — an estimated $2.5K sold.

Principal Securities first reported a position in JULJ in Q4 2023 and held it in 3 quarters. The position peaked at $821K in Q1 2024. 20 funds tracked by Wall St. Rank hold JULJ as of Q4 2025.

  • Principal Securities reported no remaining Innovator Premium Income 30 Barrier ETF July position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 100 Innovator Premium Income 30 Barrier ETF July shares in Q4 2025, an estimated $2.5K.
  • Principal Securities first reported a position in Innovator Premium Income 30 Barrier ETF July in Q4 2023 and held it in 3 quarters.
  • Principal Securities's Innovator Premium Income 30 Barrier ETF July position peaked at $821K in Q1 2024.
  • 20 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF July as of Q4 2025.

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