Sunbelt Securities’s Innovator Premium Income 40 Barrier ETF July JULQ Stock Holding History

Sunbelt Securities’s Portfolio JULQ Stock Details JULQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-482	Closed	-$12K	–	2795
2025 Q2	$12K	Buy	+482	New	+$12K	﹤0.01%	1273
2025 Q1	–	Sell	-482	Closed	-$12.1K	–	1860
2024 Q4	$12.1K	Buy	482 +6	+1%	+$150	﹤0.01%	1271
2024 Q3	$11.9K	Buy	476 +7	+1%	+$175	﹤0.01%	1265
2024 Q2	$11.6K	Buy	469 +6	+1%	+$150	﹤0.01%	1236
2024 Q1	$11.5K	Buy	463 +7	+2%	+$175	﹤0.01%	1211
2023 Q4	$11.4K	Buy	456 +6	+1%	+$150	﹤0.01%	1146
2023 Q3	$11.1K	Buy	+450	New	+$11.2K	﹤0.01%	1127

Other funds holding JULQ

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sunbelt Securities's JULQ Position: Q3 2025 in Review

Sunbelt Securities sold out of Innovator Premium Income 40 Barrier ETF July (JULQ) in Q3 2025, closing a stake of 482 shares — an estimated $12K sold.

Sunbelt Securities first reported a position in JULQ in Q3 2023 and held it in 7 quarters. The position peaked at $12.1K in Q4 2024. 1 fund tracked by Wall St. Rank holds JULQ as of Q3 2025.

Sunbelt Securities reported no remaining Innovator Premium Income 40 Barrier ETF July position as of Q3 2025 after selling out during the quarter.
Sunbelt Securities sold 482 Innovator Premium Income 40 Barrier ETF July shares in Q3 2025, an estimated $12K.
Sunbelt Securities first reported a position in Innovator Premium Income 40 Barrier ETF July in Q3 2023 and held it in 7 quarters.
Sunbelt Securities's Innovator Premium Income 40 Barrier ETF July position peaked at $12.1K in Q4 2024.
1 fund tracked by Wall St. Rank held Innovator Premium Income 40 Barrier ETF July as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.