Whipplewood Advisors’s Innovator Premium Income 20 Barrier ETF July JULH Stock Holding History

Whipplewood Advisors’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	$781K	Buy	31,382 +81	+0.3%	+$2.02K	0.53%	57
2026 Q1	$773K	Buy	31,301 +1,331	+4%	+$33.3K	0.4%	68
2025 Q4	$747K	Buy	29,970 +179	+0.6%	+$4.51K	0.48%	70
2025 Q3	$746K	Buy	29,791 +1,407	+5%	+$35.3K	0.49%	65
2025 Q2	$705K	Sell	28,384 -631	-2%	-$15.7K	0.39%	75
2025 Q1	$713K	Buy	+29,015	New	+$728K	0.42%	60

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Whipplewood Advisors's JULH Position: Q2 2026 in Review

Whipplewood Advisors increased its Innovator Premium Income 20 Barrier ETF July (JULH) stake by 0.26% in Q2 2026, buying an estimated $2.02K and bringing the position to 31,382 shares worth $781K. The position accounts for 0.53% of the portfolio, ranked #57.

Whipplewood Advisors first reported a position in JULH in Q1 2025 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold JULH as of Q2 2026.

Whipplewood Advisors held 31,382 shares of Innovator Premium Income 20 Barrier ETF July worth $781K as of Q2 2026.
Whipplewood Advisors bought 81 Innovator Premium Income 20 Barrier ETF July shares in Q2 2026, an estimated $2.02K.
Innovator Premium Income 20 Barrier ETF July made up 0.53% of Whipplewood Advisors's portfolio in Q2 2026, its #57 holding.
Whipplewood Advisors first reported a position in Innovator Premium Income 20 Barrier ETF July in Q1 2025 and has held it in 6 quarters since.
20 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF July as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.