WIM
JULJ icon

WealthPlan Investment Management’s Innovator Premium Income 30 Barrier ETF July JULJ Stock Holding History

WealthPlan Investment Management’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
Q2 		– Sell
-12,571
Closed -$311K – 489
2026
Q1 		$311K Buy
+12,571
New +$314K 0.02% 383

Other funds holding JULJ

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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
VL
Vima LLC Troy, Michigan $103M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WealthPlan Investment Management's JULJ Position: Q2 2026 in Review

WealthPlan Investment Management sold out of Innovator Premium Income 30 Barrier ETF July (JULJ) in Q2 2026, closing a stake of 12,571 shares — an estimated $311K sold.

WealthPlan Investment Management first reported a position in JULJ in Q1 2026 and held it in 1 quarter. The position peaked at $311K in Q1 2026. 6 funds tracked by Wall St. Rank hold JULJ as of Q2 2026.

  • WealthPlan Investment Management reported no remaining Innovator Premium Income 30 Barrier ETF July position as of Q2 2026 after selling out during the quarter.
  • WealthPlan Investment Management sold 12,571 Innovator Premium Income 30 Barrier ETF July shares in Q2 2026, an estimated $311K.
  • WealthPlan Investment Management first reported a position in Innovator Premium Income 30 Barrier ETF July in Q1 2026 and held it in 1 quarter.
  • WealthPlan Investment Management's Innovator Premium Income 30 Barrier ETF July position peaked at $311K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF July as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.