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 Q2	$2M	Sell	81,027 -151	-0.2%	-$3.77K	0.03%	475
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	0.03%	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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

World Investment Advisors's JULH Position: Q2 2026 in Review

World Investment Advisors reduced its Innovator Premium Income 20 Barrier ETF July (JULH) stake by 0.19% in Q2 2026, selling an estimated $3.77K and leaving 81,027 shares worth $2M. The position accounts for 0.03% of the portfolio, ranked #475.

World Investment Advisors first reported a position in JULH in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.5M in Q4 2024. 20 funds tracked by Wall St. Rank hold JULH as of Q2 2026.

World Investment Advisors held 81,027 shares of Innovator Premium Income 20 Barrier ETF July worth $2M as of Q2 2026.
World Investment Advisors sold 151 Innovator Premium Income 20 Barrier ETF July shares in Q2 2026, an estimated $3.77K.
Innovator Premium Income 20 Barrier ETF July made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #475 holding.
World Investment Advisors first reported a position in Innovator Premium Income 20 Barrier ETF July in Q3 2023 and has held it in 12 quarters since.
World Investment Advisors's Innovator Premium Income 20 Barrier ETF July position peaked at $2.5M in Q4 2024.
20 funds tracked by Wall St. Rank held Innovator Premium Income 20 Barrier ETF July as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.