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Innov Prem Inc 30 Barr-july shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Innov Prem Inc 30 Barr-july (JULJ) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Innov Prem Inc 30 Barr-july

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All positions including Innov Prem Inc 30 Barr-july held by WealthPlan Investment Management 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $311k 13k 24.77

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Top funds holding Innov Prem Inc 30 Barr-july

RPg Family Wealth Advisory
Pensionmark Financial Group
Brookstone Capital Management
Old Mission Capital
Susquehanna International
Raymond James Financial
CoreCap Advisors
WealthPlan Investment Management
Integrity Advisory Solutions
Sunbelt Securities
Farther Finance Advisors
Morgan Stanley
Pinnacle Wealth Planning Services
UBS Group
IFP Advisors

View all funds holding Innov Prem Inc 30 Barr-july