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Realta Investment Advisors’s Innovator Premium Income 20 Barrier ETF July JULH Stock Holding History

Realta Investment Advisors’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
2024
Q2 		– Sell
-180
Closed -$4.49K – 805
2024
Q1 		$4.49K Buy
+180
New +$4.53K ﹤0.01% 748

Other funds holding JULH

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 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
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 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

Realta Investment Advisors's JULH Position: Q2 2024 in Review

Realta Investment Advisors sold out of Innovator Premium Income 20 Barrier ETF July (JULH) in Q2 2024, closing a stake of 180 shares — an estimated $4.49K sold.

Realta Investment Advisors first reported a position in JULH in Q1 2024 and held it in 1 quarter. The position peaked at $4.49K in Q1 2024. 22 funds tracked by Wall St. Rank hold JULH as of Q2 2024.

  • Realta Investment Advisors reported no remaining Innovator Premium Income 20 Barrier ETF July position as of Q2 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 180 Innovator Premium Income 20 Barrier ETF July shares in Q2 2024, an estimated $4.49K.
  • Realta Investment Advisors first reported a position in Innovator Premium Income 20 Barrier ETF July in Q1 2024 and held it in 1 quarter.
  • Realta Investment Advisors's Innovator Premium Income 20 Barrier ETF July position peaked at $4.49K in Q1 2024.
  • 22 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF July as of Q2 2024.

Based on Realta Investment Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.