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Innov Prem Inc 30 Barr-july shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Innov Prem Inc 30 Barr-july (JULJ) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Innov Prem Inc 30 Barr-july

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All positions including Innov Prem Inc 30 Barr-july held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innov Prem Inc 30 Barr-july by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $793k 32k 24.84
2024-03-31 $794k 32k 24.90
2023-12-31 $719k 28k 25.30
2023-09-30 $759k 30k 25.12

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Top funds holding Innov Prem Inc 30 Barr-july

Bullseye Investment Management
RPg Family Wealth Advisory
Old Mission Capital
Brookstone Capital Management
Kestra Advisory Services
Zimmermann Investment Management & Planning
Pensionmark Financial Group
Kfg Wealth Management
Stratos Wealth Advisors
Susquehanna International
Cetera Investment Advisers
Commonwealth Equity Services
CoreCap Advisors
Financial Network Wealth Advisors
Sunbelt Securities

View all funds holding Innov Prem Inc 30 Barr-july