Who owns INNOV PREM INC 20 BARR-JULY?
- Ticker: JULH
- CUSIP Number: 45783y582
Tip: Access positions for across all investors
Analyze quarterly positions in Innov Prem Inc 20 Barr-july with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Innov Prem Inc 20 Barr-july stock
Who bought or sold INNOV PREM INC 20 BARR-JULY this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Pensionmark Financial Group | 81k | $2.0M | -6% | Mar 2026 |
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| RPg Family Wealth Advisory | 75k | $1.9M | 0% | Dec 2025 |
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| Brookstone Capital Management | 57k | $1.4M | 0% | Mar 2026 |
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| Stephens | 37k | $912k | -1% | Mar 2026 |
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| Old Mission Capital | 37k | $914k | 78% | Dec 2025 |
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| Maia Wealth | 34k | $828k | 0% | Mar 2026 |
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| Whipplewood Advisors | 31k | $773k | 4% | Mar 2026 |
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| Raymond James Financial | 27k | $660k | -9% | Dec 2025 |
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| Commonwealth Equity Services | 23k | $565k | -3% | Mar 2026 |
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| Schulz Wealth | 19k | $484k | 0% | Dec 2025 |
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| Accurate Wealth Management | 13k | $320k | 2% | Mar 2026 |
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| Sunbelt Securities | 9.4k | $232k | 1% | Mar 2026 |
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| LPL Financial | 9.0k | $223k | 100% | Mar 2026 |
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| Harbor Investment Advisory | 2.0k | $50k | 0% | Mar 2026 |
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| Motiv8 Investments | 1.7k | $42k | 100% | Dec 2025 |
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| Luminist Capital | 1.6k | $39k | -1% | Mar 2026 |
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| Morgan Stanley | 1.1k | $26k | 100% | Mar 2026 |
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| AE Wealth Management | 970.00 | $24k | 0% | Mar 2026 |
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| Farther Finance Advisors | 578.00 | $14k | 1% | Mar 2026 |
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| UBS Group | 570.00 | $14k | 100% | Mar 2026 |
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| CoreCap Advisors | 494.00 | $12k | 0% | Mar 2026 |
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| Advisor Group Holdings | 189.00 | $4.7k | 152% | Dec 2025 |
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| IFP Advisors | 100.00 | $2.5k | 0% | Mar 2026 |
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| EverSource Wealth Advisors | 80.00 | $2.0k | -20% | Mar 2026 |
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| Blue Bell Private Wealth Management | 40.00 | $988.000000 | 0% | Mar 2026 |
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| Pinnacle Wealth Planning Services | 33.00 | $815.001000 | 0% | Mar 2026 |
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Who sold out of Innov Prem Inc 20 Barr-july?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2025 | 8.2k | $204k |
| Winnow Wealth | Dec 2025 | 5.1k | $128k |
| Kestra Advisory Services | Dec 2025 | 4.3k | $107k |