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RPg Family Wealth Advisory’s Innovator Premium Income 20 Barrier ETF July JULH Stock Holding History

RPg Family Wealth Advisory’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
2026
Q2 		– Sell
-76,879
Closed -$1.9M – 143
2026
Q1 		$1.9M Buy
76,879
+1,505
+2% +$37.6K 0.4% 81
2025
Q4 		$1.92M Buy
75,374
+65
+0.1% +$1.64K 0.42% 73
2025
Q3 		$1.92M Sell
75,309
-188
-0.2% -$4.72K 0.42% 73
2025
Q2 		$1.9M Buy
75,497
+2,842
+4% +$70.8K 0.51% 67
2025
Q1 		$1.83M Buy
72,655
+6,205
+9% +$156K 0.52% 60
2024
Q4 		$1.68M Buy
66,450
+4,916
+8% +$124K 0.6% 51
2024
Q3 		$1.56M Buy
61,534
+1,283
+2% +$32.1K 0.5% 58
2024
Q2 		$1.52M Buy
60,251
+3,390
+6% +$85K 0.5% 57
2024
Q1 		$1.44M Buy
56,861
+743
+1% +$18.7K 0.46% 62
2023
Q4 		$1.43M Sell
56,118
-3,543
-6% -$88.4K 0.53% 53
2023
Q3 		$1.49M Buy
+59,661
New +$1.49M 0.61% 47

Other funds holding JULH

WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

RPg Family Wealth Advisory's JULH Position: Q2 2026 in Review

RPg Family Wealth Advisory sold out of Innovator Premium Income 20 Barrier ETF July (JULH) in Q2 2026, closing a stake of 76,879 shares — an estimated $1.9M sold.

RPg Family Wealth Advisory first reported a position in JULH in Q3 2023 and held it in 11 quarters. The position peaked at $1.92M in Q4 2025. 20 funds tracked by Wall St. Rank hold JULH as of Q2 2026.

  • RPg Family Wealth Advisory reported no remaining Innovator Premium Income 20 Barrier ETF July position as of Q2 2026 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 76,879 Innovator Premium Income 20 Barrier ETF July shares in Q2 2026, an estimated $1.9M.
  • RPg Family Wealth Advisory first reported a position in Innovator Premium Income 20 Barrier ETF July in Q3 2023 and held it in 11 quarters.
  • RPg Family Wealth Advisory's Innovator Premium Income 20 Barrier ETF July position peaked at $1.92M in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF July as of Q2 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.