SS
JULH icon

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 $6.2B 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 $8.75B AUM 16.46% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $831M AUM 22.06% 1-Year Est. Return