SRA
JULH icon

Secured Retirement Advisors’s Innovator Premium Income 20 Barrier ETF July JULH Stock Holding History

Secured Retirement 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
Q3 		– Sell
-14,871
Closed -$369K – 127
2024
Q2 		$369K Sell
14,871
-2,182
-13% -$54.7K 0.29% 80
2024
Q1 		$425K Sell
17,053
-1,804
-10% -$45.4K 0.36% 76
2023
Q4 		$471K Buy
+18,857
New +$471K 0.45% 69

Other funds holding JULH

WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
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
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return

Secured Retirement Advisors's JULH Position: Q3 2024 in Review

Secured Retirement Advisors sold out of Innovator Premium Income 20 Barrier ETF July (JULH) in Q3 2024, closing a stake of 14,871 shares — an estimated $369K sold.

Secured Retirement Advisors first reported a position in JULH in Q4 2023 and held it in 3 quarters. The position peaked at $471K in Q4 2023. 20 funds tracked by Wall St. Rank hold JULH as of Q3 2024.

  • Secured Retirement Advisors reported no remaining Innovator Premium Income 20 Barrier ETF July position as of Q3 2024 after selling out during the quarter.
  • Secured Retirement Advisors sold 14,871 Innovator Premium Income 20 Barrier ETF July shares in Q3 2024, an estimated $369K.
  • Secured Retirement Advisors first reported a position in Innovator Premium Income 20 Barrier ETF July in Q4 2023 and held it in 3 quarters.
  • Secured Retirement Advisors's Innovator Premium Income 20 Barrier ETF July position peaked at $471K in Q4 2023.
  • 20 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF July as of Q3 2024.

Based on Secured Retirement Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.