UBS Group
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UBS Group’s Innovator Premium Income 20 Barrier ETF July JULH Stock Holding History

UBS Group’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
Q2 		– Sell
-570
Closed -$14.1K – 10757
2026
Q1 		$14.1K Buy
+570
New +$14.3K ﹤0.01% 8192
2025
Q2 		– Sell
-207
Closed -$5.14K – 10561
2025
Q1 		$5.14K Buy
+207
New +$5.2K ﹤0.01% 9028
2024
Q3 		– Sell
-349
Closed -$8.65K – 9801
2024
Q2 		$8.65K Buy
349
+313
+869% +$7.85K ﹤0.01% 7793
2024
Q1 		$898 Sell
36
-164
-82% -$4.13K ﹤0.01% 8316
2023
Q4 		$4.99K Buy
+200
New +$4.99K ﹤0.01% 7806

Other funds holding JULH

WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

UBS Group's JULH Position: Q2 2026 in Review

UBS Group sold out of Innovator Premium Income 20 Barrier ETF July (JULH) in Q2 2026, closing a stake of 570 shares — an estimated $14.1K sold.

UBS Group first reported a position in JULH in Q4 2023 and held it in 5 quarters. The position peaked at $14.1K in Q1 2026. 20 funds tracked by Wall St. Rank hold JULH as of Q2 2026.

  • UBS Group reported no remaining Innovator Premium Income 20 Barrier ETF July position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 570 Innovator Premium Income 20 Barrier ETF July shares in Q2 2026, an estimated $14.1K.
  • UBS Group first reported a position in Innovator Premium Income 20 Barrier ETF July in Q4 2023 and held it in 5 quarters.
  • UBS Group's Innovator Premium Income 20 Barrier ETF July position peaked at $14.1K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF July as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.