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RPg Family Wealth Advisory’s Innovator Premium Income 30 Barrier ETF July JULJ Stock Holding History

RPg Family Wealth Advisory’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
Q2 		– Sell
-77,066
Closed -$1.91M – 144
2026
Q1 		$1.91M Buy
77,066
+1,456
+2% +$36.4K 0.4% 80
2025
Q4 		$1.92M Buy
75,610
+77
+0.1% +$1.93K 0.42% 74
2025
Q3 		$1.91M Sell
75,533
-188
-0.2% -$4.71K 0.42% 74
2025
Q2 		$1.88M Buy
75,721
+2,811
+4% +$70.2K 0.5% 68
2025
Q1 		$1.84M Buy
72,910
+6,260
+9% +$157K 0.52% 59
2024
Q4 		$1.68M Buy
66,650
+5,090
+8% +$128K 0.6% 50
2024
Q3 		$1.56M Buy
61,560
+1,264
+2% +$31.6K 0.5% 60
2024
Q2 		$1.52M Buy
60,296
+3,644
+6% +$91.3K 0.5% 56
2024
Q1 		$1.43M Buy
56,652
+703
+1% +$17.7K 0.45% 65
2023
Q4 		$1.42M Sell
55,949
-3,526
-6% -$88.1K 0.52% 54
2023
Q3 		$1.49M Buy
+59,475
New +$1.49M 0.61% 46

Other funds holding JULJ

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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
VL
Vima LLC Troy, Michigan $103M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

RPg Family Wealth Advisory sold out of Innovator Premium Income 30 Barrier ETF July (JULJ) in Q2 2026, closing a stake of 77,066 shares — an estimated $1.91M sold.

RPg Family Wealth Advisory first reported a position in JULJ in Q3 2023 and held it in 11 quarters. The position peaked at $1.92M in Q4 2025. 8 funds tracked by Wall St. Rank hold JULJ as of Q2 2026.

  • RPg Family Wealth Advisory reported no remaining Innovator Premium Income 30 Barrier ETF July position as of Q2 2026 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 77,066 Innovator Premium Income 30 Barrier ETF July shares in Q2 2026, an estimated $1.91M.
  • RPg Family Wealth Advisory first reported a position in Innovator Premium Income 30 Barrier ETF July in Q3 2023 and held it in 11 quarters.
  • RPg Family Wealth Advisory's Innovator Premium Income 30 Barrier ETF July position peaked at $1.92M in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF July as of Q2 2026.

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