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World Investment Advisors’s Innovator Premium Income 20 Barrier ETF July JULH Stock Holding History

World Investment Advisors’s Portfolio JULH Stock Details JULH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2M Sell
81,178
-4,816
-6% -$120K 0.03% 484
2025
Q4 		$2.14M Buy
85,994
+1,515
+2% +$38.2K 0.04% 449
2025
Q3 		$2.11M Sell
84,479
-4,180
-5% -$105K 0.04% 386
2025
Q2 		$2.2M Sell
88,659
-2,872
-3% -$71.6K 0.05% 358
2025
Q1 		$2.27M Sell
91,531
-8,677
-9% -$218K 0.06% 330
2024
Q4 		$2.5M Buy
100,208
+1,012
+1% +$25.4K 0.07% 294
2024
Q3 		$2.47M Buy
99,196
+66,490
+203% +$1.66M 0.08% 266
2024
Q2 		$811K Buy
32,706
+130
+0.4% +$3.26K 0.05% 313
2024
Q1 		$812K Buy
32,576
+2,028
+7% +$51.1K 0.12% 160
2023
Q4 		$777K Sell
30,548
-1,138
-4% -$28.4K 0.1% 170
2023
Q3 		$792K Buy
+31,686
New +$791K 0.16% 110

Other funds holding JULH

RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $831M AUM 22.06% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return