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JULH INNOVATOR ETFS TRUST

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PREM INC 20 BARR (fund)

23 managers (23 13F filers) reported a position in JULH shares at 2025-03-31, 496,895 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
23
13F filers
23
New
3
Added
5
Reduced
7
Sold out
1
Shares held by filers
496,895

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
World Investment Advisors91,531$2.27M0.06%-8,67713F-HRTimeline
RPg Family Wealth Advisory, LLC72,655$1.83M0.52%+6,20513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management53,241$1.32M0.02%-11,11013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…52,975$1.32M<0.01%+25,18713F-HRTimelineGroup
Maia Wealth LLC40,821$1M0.23%-8,13313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…39,252$974K0.01%013F-HRTimelineGroup
M Holdings Securities, Inc.35,821$889K0.15%+2,62013F-HRTimeline
Whipplewood Advisors, LLC29,015$713K0.51%new13F-HRTimeline
Schulz Wealth, LTD.19,000$472K0.36%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,963$446K<0.01%+21213F-HRTimeline
Bullseye Investment Management, LLC13,331$331K0.2%-5,58913F-HRTimeline
Accurate Wealth Management, LLC9,739$237K0.05%013F-HRTimeline
Outlook Wealth Advisors, LLC8,240$205K0.06%-40013F-HRTimeline
Sunbelt Securities, Inc.5,065$126K0.01%+3313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,301$82.3K<0.01%013F-HRTimelineGroup
Luminist Capital LLC2,135$53K0.06%-513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,020$50.1K<0.01%013F-HRTimeline
CoreCap Advisors, LLC268$6.65K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG207$5.14K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.175$4.34K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…100$2.48K<0.01%-6313F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC40$993<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.