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Sunbelt Securities’s Innovator Premium Income 20 Barrier ETF July JULH Stock Holding History

Sunbelt Securities’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
Q1 		$232K Buy
9,398
+111
+1% +$2.78K 0.01% 597
2025
Q4 		$231K Sell
9,287
-1,798
-16% -$45.3K 0.02% 598
2025
Q3 		$277K Buy
11,085
+6,053
+120% +$152K 0.02% 549
2025
Q2 		$125K Sell
5,032
-33
-0.7% -$822 0.01% 714
2025
Q1 		$126K Buy
5,065
+33
+0.7% +$828 0.01% 678
2024
Q4 		$127K Sell
5,032
-168
-3% -$4.22K 0.01% 710
2024
Q3 		$130K Buy
5,200
+5,000
+2,500% +$125K 0.01% 697
2024
Q2 		$4.96K Buy
+200
New +$5.02K ﹤0.01% 1398

Other funds holding JULH

WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 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

Sunbelt Securities's JULH Position: Q1 2026 in Review

Sunbelt Securities increased its Innovator Premium Income 20 Barrier ETF July (JULH) stake by 1.2% in Q1 2026, buying an estimated $2.78K and bringing the position to 9,398 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #597.

Sunbelt Securities first reported a position in JULH in Q2 2024 and has held it in 8 quarters since. The position peaked at $277K in Q3 2025. 24 funds tracked by Wall St. Rank hold JULH as of Q1 2026.

  • Sunbelt Securities held 9,398 shares of Innovator Premium Income 20 Barrier ETF July worth $232K as of Q1 2026.
  • Sunbelt Securities bought 111 Innovator Premium Income 20 Barrier ETF July shares in Q1 2026, an estimated $2.78K.
  • Innovator Premium Income 20 Barrier ETF July made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #597 holding.
  • Sunbelt Securities first reported a position in Innovator Premium Income 20 Barrier ETF July in Q2 2024 and has held it in 8 quarters since.
  • Sunbelt Securities's Innovator Premium Income 20 Barrier ETF July position peaked at $277K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF July as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.