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Sunbelt Securities’s Innovator Premium Income 30 Barrier ETF July JULJ Stock Holding History

Sunbelt Securities’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
Q1 		$208K Sell
8,404
-964
-10% -$24.1K 0.01% 631
2025
Q4 		$233K Sell
9,368
-1,454
-13% -$36.5K 0.02% 594
2025
Q3 		$270K Buy
10,822
+935
+9% +$23.4K 0.02% 557
2025
Q2 		$246K Sell
9,887
-28
-0.3% -$699 0.02% 536
2025
Q1 		$246K Buy
9,915
+28
+0.3% +$702 0.02% 516
2024
Q4 		$250K Sell
9,887
-543
-5% -$13.6K 0.02% 532
2024
Q3 		$260K Buy
10,430
+9,850
+1,698% +$246K 0.03% 522
2024
Q2 		$14.4K Buy
580
+200
+53% +$5.01K ﹤0.01% 1191
2024
Q1 		$9.46K Hold
380
– – ﹤0.01% 1250
2023
Q4 		$9.46K Hold
380
– – ﹤0.01% 1186
2023
Q3 		$9.39K Buy
+380
New +$9.49K ﹤0.01% 1167

Other funds holding JULJ

RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return

Sunbelt Securities's JULJ Position: Q1 2026 in Review

Sunbelt Securities reduced its Innovator Premium Income 30 Barrier ETF July (JULJ) stake by 10% in Q1 2026, selling an estimated $24.1K and leaving 8,404 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #631.

Sunbelt Securities first reported a position in JULJ in Q3 2023 and has held it in 11 quarters since. The position peaked at $270K in Q3 2025. 18 funds tracked by Wall St. Rank hold JULJ as of Q1 2026.

  • Sunbelt Securities held 8,404 shares of Innovator Premium Income 30 Barrier ETF July worth $208K as of Q1 2026.
  • Sunbelt Securities sold 964 Innovator Premium Income 30 Barrier ETF July shares in Q1 2026, an estimated $24.1K.
  • Innovator Premium Income 30 Barrier ETF July made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #631 holding.
  • Sunbelt Securities first reported a position in Innovator Premium Income 30 Barrier ETF July in Q3 2023 and has held it in 11 quarters since.
  • Sunbelt Securities's Innovator Premium Income 30 Barrier ETF July position peaked at $270K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF July as of Q1 2026.

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