Innov Prem Inc. 10 Barr-JulyJULDETF
13F holders, Q4 2024 (December 31)10holders
1new positions
1sold out
$25.11avg. 13F price*
At the end of Q4 2024, 10 institutions reported holding Innov Prem Inc. 10 Barr-July (JULD) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Sunbelt Securities, Inc. ($687K), Commonwealth Equity Services, LLC ($468K) and World Investment Advisors ($324K).
- Company
- Innov Prem Inc. 10 Barr-July
- Filed as
- INNOVATOR ETFS TRUST (Q4 2024)
- CUSIP
- 45783Y574
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $40K |
| Exits | 1 | $4K |
All 13F filers, Q3 2024 → Q4 2024: 2,098 shares bought and 8,976 shares sold, net −6,878 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Sunbelt Securities, Inc. | 0.06% | Reduce -13.1% | 27,006 | $687K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.9% | 18,742 | $468K |
| World Investment Advisors | 0.01% | No change | 13,000 | $324K |
| Wealthspire Retirement, LLC | 0.02% | Add +1.5% | 10,190 | $254K |
| Old Mission Capital LLC | 0.01% | Reduce -34.6% | 9,000 | $225K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,012 | $75K |
| Cwm, LLC | 0.00% | No change | 2,895 | $72K |
| Principal Securities, Inc. | 0.00% | New | 1,596 | $40K |
| CoreCap Advisors, LLC | 0.00% | No change | 69 | $2K |
| Allworth Financial LP | 0.00% | Reduce -38.1% | 13 | $328 |
"% 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.