Innov Prem Inc. 10 Barr-JulyJULDETF

13F holders, Q3 2024 (September 30)
10holders +4
4new positions
0sold out
$25.00avg. 13F price*

At the end of Q3 2024, 10 institutions reported holding Innov Prem Inc. 10 Barr-July (JULD) in their 13F filings, up 4 from Q2 2024. 4 opened new positions and 0 sold out. The largest holders were Sunbelt Securities, Inc. ($777K), Commonwealth Equity Services, LLC ($460K) and Old Mission Capital LLC ($344K).

Company
Innov Prem Inc. 10 Barr-July
Filed as
INNOVATOR ETFS TRUST (Q3 2024)
CUSIP
45783Y574
Latest filing quarter
Q3 2025

History

Number of 13F holders

051015 Q1 2024: 6Q1 2024Q2 2024: 6Q2 2024Q3 2024: 10Q3 2024Q4 2024: 10Q4 2024Q1 2025: 11Q1 2025Q2 2025: 12Q2 2025Q3 2025: 1Q3 2025

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions4$1.4M
Exits0$0

All 13F filers, Q2 2024 → Q3 2024: 57,370 shares bought and 13,427 shares sold, net +43,943 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 10 holders

Sunbelt Securities, Inc. 0.08% New 31,060 $777K
Commonwealth Equity Services, LLC 0.00% Add +2.1% 18,393 $460K
Old Mission Capital LLC 0.01% Reduce -49.4% 13,754 $344K
World Investment Advisors 0.01% New 13,000 $325K
Wealthspire Retirement, LLC 0.02% New 10,037 $251K
Harbor Investment Advisory, LLC 0.01% No change 3,012 $75K
Cwm, LLC 0.00% New 2,895 $72K
Harbour Investments, Inc. 0.00% No change 160 $4K
CoreCap Advisors, LLC 0.00% No change 69 $2K
Allworth Financial LP 0.00% No change 21 $526

"% of holder's portfolio" is JULD's weight in each manager's 13F, not the share of Innov Prem Inc. 10 Barr-July the manager owns.