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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
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

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