Innovator Premium Income 10 Barrier ETF July
JULD
JULD was delisted on the 1st of July, 2025.
10 hedge funds and large institutions have $2.15M invested in Innovator Premium Income 10 Barrier ETF July in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
3.44% less ownership
Funds ownership: 46.2% → 42.76% (-3.4%)
7% less capital invested
Capital invested by funds: $2.31M → $2.15M (-$162K)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Principal Securities
Des Moines,
Iowa
|
+$40.3K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$8.81K |
| 3 |
NRI
NFP Retirement Inc
Aliso Viejo,
California
|
+$3.86K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$120K |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
-$102K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$4.07K |
| 4 |
AF
Allworth Financial
Folsom,
California
|
-$202 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SS
1
Sunbelt Securities
Houston,
Texas
| $687K | -$102K | -4,054 | -13% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $468K | +$8.81K | +349 | +2% |
|
|
WIA
3
World Investment Advisors
Santa Barbara,
California
| $324K | – | – | – |
|
|
NRI
4
NFP Retirement Inc
Aliso Viejo,
California
| $254K | +$3.86K | +153 | +2% |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $225K | -$120K | -4,754 | -35% |
|
|
HIA
6
Harbor Investment Advisory
Lutherville,
Maryland
| $75.2K | – | – | – |
|
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $72K | – | – | – |
|
|
PS
8
Principal Securities
Des Moines,
Iowa
| $39.8K | +$40.3K | +1,596 | New |
|
|
CA
9
CoreCap Advisors
Southfield,
Michigan
| $1.72K | – | – | – |
|
|
AF
10
Allworth Financial
Folsom,
California
| $328 | -$202 | -8 | -38% |
|
|
HI
11
Harbour Investments
Madison,
Wisconsin
| – | -$4.07K | -160 | Closed |
|
JULD Hedge Fund Activity: Q4 2024 in Review
10 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 10 Barrier ETF July (JULD) for Q4 2024, worth a combined $2.15M — down 7% from $2.31M a quarter earlier.
Fund positioning in JULD was balanced in Q4 2024: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 3 trimmed.
The largest buyer was Principal Securities, opening a new position worth an estimated $40.3K. The largest seller was Old Mission Capital, cutting an estimated $120K.
- 10 institutional investors held Innovator Premium Income 10 Barrier ETF July (JULD) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $2.15M of Innovator Premium Income 10 Barrier ETF July stock for Q4 2024, down 7% quarter-over-quarter.
- 1 fund opened new Innovator Premium Income 10 Barrier ETF July positions in Q4 2024 and 1 closed out, a net change of 0 holders.
- The largest Innovator Premium Income 10 Barrier ETF July buyer in Q4 2024 was Principal Securities, an estimated $40.3K added.
- The largest Innovator Premium Income 10 Barrier ETF July seller in Q4 2024 was Old Mission Capital, an estimated $120K sold.
Based on aggregated 13F filings for Q4 2024.