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Innov Prem Inc 20 Barr-july shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Innov Prem Inc 20 Barr-july (JULH) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Innov Prem Inc 20 Barr-july

Tip: Access up to 7 years of quarterly data

All positions including Innov Prem Inc 20 Barr-july held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innov Prem Inc 20 Barr-july by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5k 100 25.03
2025-06-30 $2.5k 100 24.83
2025-03-31 $2.5k 100 24.82
2024-12-31 $4.1k 163 24.93

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Top funds holding Innov Prem Inc 20 Barr-july

Pensionmark Financial Group
RPg Family Wealth Advisory
Brookstone Capital Management
Stephens
Maia Wealth
Whipplewood Advisors
Raymond James Financial
Commonwealth Equity Services
Old Mission Capital
Schulz Wealth
Bullseye Investment Management
Accurate Wealth Management
Sunbelt Securities
Susquehanna International
Principal Securities

View all funds holding Innov Prem Inc 20 Barr-july