Schulz Wealth’s Innovator Premium Income 20 Barrier ETF July JULH Stock Holding History

Schulz Wealth’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	$484K	Hold	19,000	–	–	0.31%	44
2025 Q3	$476K	Hold	19,000	–	–	0.31%	42
2025 Q2	$472K	Hold	19,000	–	–	0.35%	40
2025 Q1	$472K	Hold	19,000	–	–	0.36%	39
2024 Q4	$474K	Hold	19,000	–	–	0.36%	38
2024 Q3	$474K	Hold	19,000	–	–	0.37%	34
2024 Q2	$471K	Hold	19,000	–	–	0.4%	32
2024 Q1	$474K	Hold	19,000	–	–	0.41%	31
2023 Q4	$474K	Buy	+19,000	New	+$474K	0.45%	34

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

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

Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Schulz Wealth's JULH Position: Q4 2025 in Review

Schulz Wealth held its Innovator Premium Income 20 Barrier ETF July (JULH) position steady in Q4 2025 at 19,000 shares worth $484K. The position accounts for 0.31% of the portfolio, ranked #44.

Schulz Wealth first reported a position in JULH in Q4 2023 and has held it in 9 quarters since. 26 funds tracked by Wall St. Rank hold JULH as of Q4 2025.

Schulz Wealth held 19,000 shares of Innovator Premium Income 20 Barrier ETF July worth $484K as of Q4 2025.
Schulz Wealth left its Innovator Premium Income 20 Barrier ETF July share count unchanged in Q4 2025.
Innovator Premium Income 20 Barrier ETF July made up 0.31% of Schulz Wealth's portfolio in Q4 2025, its #44 holding.
Schulz Wealth first reported a position in Innovator Premium Income 20 Barrier ETF July in Q4 2023 and has held it in 9 quarters since.
26 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF July as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.