World Investment Advisors’s Innovator Premium Income 30 Barrier ETF July JULJ Stock Holding History

World Investment Advisors’s Portfolio JULJ Stock Details JULJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.41M	Sell	56,791 -3,935	-6%	-$98.4K	0.02%	601
2025 Q4	$1.51M	Buy	60,726 +1,270	+2%	+$31.9K	0.02%	553
2025 Q3	$1.49M	Buy	59,456 +1,213	+2%	+$30.4K	0.03%	468
2025 Q2	$1.45M	Sell	58,243 -3,234	-5%	-$80.7K	0.03%	440
2025 Q1	$1.53M	Sell	61,477 -8,234	-12%	-$206K	0.04%	402
2024 Q4	$1.74M	Sell	69,711 -1,935	-3%	-$48.6K	0.05%	356
2024 Q3	$1.79M	Buy	71,646 +39,706	+124%	+$992K	0.06%	315
2024 Q2	$793K	Buy	31,940 +45	+0.1%	+$1.13K	0.05%	319
2024 Q1	$794K	Buy	31,895 +3,495	+12%	+$87.8K	0.11%	162
2023 Q4	$719K	Sell	28,400 -1,804	-6%	-$45.1K	0.09%	177
2023 Q3	$759K	Buy	+30,204	New	+$755K	0.15%	114

Other funds holding JULJ

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BCM

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

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

IAS

Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

World Investment Advisors's JULJ Position: Q1 2026 in Review

World Investment Advisors reduced its Innovator Premium Income 30 Barrier ETF July (JULJ) stake by 6.5% in Q1 2026, selling an estimated $98.4K and leaving 56,791 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #601.

World Investment Advisors first reported a position in JULJ in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.79M in Q3 2024. 18 funds tracked by Wall St. Rank hold JULJ as of Q1 2026.

World Investment Advisors held 56,791 shares of Innovator Premium Income 30 Barrier ETF July worth $1.41M as of Q1 2026.
World Investment Advisors sold 3,935 Innovator Premium Income 30 Barrier ETF July shares in Q1 2026, an estimated $98.4K.
Innovator Premium Income 30 Barrier ETF July made up 0.02% of World Investment Advisors's portfolio in Q1 2026, its #601 holding.
World Investment Advisors first reported a position in Innovator Premium Income 30 Barrier ETF July in Q3 2023 and has held it in 11 quarters since.
World Investment Advisors's Innovator Premium Income 30 Barrier ETF July position peaked at $1.79M in Q3 2024.
18 funds tracked by Wall St. Rank held Innovator Premium Income 30 Barrier ETF July as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.