Innov Prem Inc. 20 Barr-JulyJULHETF
13F holders, Q1 2024 (March 31)20holders
$24.98avg. 13F price*
At the end of Q1 2024, 20 institutions reported holding Innov Prem Inc. 20 Barr-July (JULH) in their 13F filings. The largest holders were Bullseye Investment Management, LLC ($2.1M), Atria Wealth Solutions, Inc. ($1.9M) and Brookstone Capital Management ($1.7M).
- Company
- Innov Prem Inc. 20 Barr-July
- Filed as
- INNOVATOR ETFS TRUST (Q1 2024)
- CUSIP
- 45783Y582
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $7K |
| Exits | 3 | $2.1M |
Ownership 20 holders
| Bullseye Investment Management, LLC | 1.26% | Add +12.2% | 82,713 | $2.1M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -7.5% | 76,845 | $1.9M |
| Brookstone Capital Management | 0.03% | Reduce -3.6% | 67,591 | $1.7M |
| RPg Family Wealth Advisory, LLC | 0.46% | Add +1.3% | 56,861 | $1.4M |
| Stephens Inc. | 0.02% | No change | 42,179 | $1.1M |
| First Commonwealth Financial Corp | 0.27% | No change | 40,371 | $1.0M |
| World Investment Advisors | 0.12% | Add +6.6% | 32,576 | $812K |
| Susquehanna International Group, LLP | 0.00% | Reduce -12.6% | 25,542 | $637K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.6% | 24,824 | $619K |
| Schulz Wealth, LTD. | 0.41% | No change | 19,000 | $474K |
| Secured Retirement Advisors, LLC | 0.36% | Reduce -9.6% | 17,053 | $425K |
| Principal Securities, Inc. | 0.01% | No change | 11,199 | $279K |
| Accurate Wealth Management, LLC | 0.08% | Reduce -2.6% | 10,966 | $274K |
| Outlook Wealth Advisors, LLC | 0.07% | No change | 9,120 | $227K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,020 | $50K |
| Harbour Investments, Inc. | 0.00% | No change | 280 | $7K |
| Realta Investment Advisors | 0.00% | New | 180 | $4K |
| CoreCap Advisors, LLC | 0.00% | New | 103 | $3K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 40 | $997 |
| UBS Group AG | 0.00% | Reduce -82.0% | 36 | $898 |
"% of holder's portfolio" is JULH's weight in each manager's 13F, not the share of Innov Prem Inc. 20 Barr-July the manager owns.