Innovator Premium Income 40 Barrier ETF July
JULQ
JULQ was delisted on the 1st of July, 2025.
10 hedge funds and large institutions have $4.41M invested in Innovator Premium Income 40 Barrier ETF July in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 0 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
11% more funds holding
Funds holding: 9 → 10 (+1)
1.44% more ownership
Funds ownership: 52.46% → 53.9% (+1.4%)
3% less capital invested
Capital invested by funds: $4.56M → $4.41M (-$152K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.32M |
| 2 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$90.7K |
| 3 |
FNWA
Financial Network Wealth Advisors
Murray,
Utah
|
+$25K |
| 4 |
MFG
MTM Financial Group
Bethlehem,
Pennsylvania
|
+$22.9K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$22.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Principal Securities
Des Moines,
Iowa
|
-$1.65M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
1
Old Mission Capital
Chicago,
Illinois
| $1.31M | +$1.32M | +52,844 | New |
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $935K | +$9.43K | +377 | +1% |
|
|
MFG
3
MTM Financial Group
Bethlehem,
Pennsylvania
| $647K | +$22.9K | +918 | +4% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $623K | +$22.9K | +915 | +4% |
|
|
WIA
5
World Investment Advisors
Santa Barbara,
California
| $592K | +$725 | +29 | +0.1% |
|
|
CA
6
CoreCap Advisors
Southfield,
Michigan
| $215K | +$90.7K | +3,628 | +72% |
|
7
UBS Group
Zurich,
Switzerland
| $36.1K | +$12.5K | +499 | +52% |
|
|
FNWA
8
Financial Network Wealth Advisors
Murray,
Utah
| $24.8K | +$25K | +1,000 | New |
|
|
HI
9
Harbour Investments
Madison,
Wisconsin
| $15.9K | – | – | – |
|
|
SS
10
Sunbelt Securities
Houston,
Texas
| $11.6K | +$150 | +6 | +1% |
|
|
PS
11
Principal Securities
Des Moines,
Iowa
| – | -$1.65M | -65,941 | Closed |
|
JULQ Hedge Fund Activity: Q2 2024 in Review
10 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Innovator Premium Income 40 Barrier ETF July (JULQ) for Q2 2024, worth a combined $4.41M — down 3.3% from $4.56M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new JULQ positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 0 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.32M. The largest seller was Principal Securities, exiting entirely with an estimated $1.65M sold.
- 10 institutional investors held Innovator Premium Income 40 Barrier ETF July (JULQ) as of Q2 2024, up from 9 in Q1 2024.
- Funds reported $4.41M of Innovator Premium Income 40 Barrier ETF July stock for Q2 2024, down 3.3% quarter-over-quarter.
- 2 funds opened new Innovator Premium Income 40 Barrier ETF July positions in Q2 2024 and 1 closed out, a net change of +1 holder.
- The largest Innovator Premium Income 40 Barrier ETF July buyer in Q2 2024 was Old Mission Capital, an estimated $1.32M added.
- The largest Innovator Premium Income 40 Barrier ETF July seller in Q2 2024 was Principal Securities, an estimated $1.65M sold.
Based on aggregated 13F filings for Q2 2024.