WIA
JULQ

World Investment Advisors’s Innovator Premium Income 40 Barrier ETF July JULQ Stock Holding History

World Investment Advisors’s Portfolio JULQ Stock Details JULQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-30,258
Closed -$751K – 1264
2025
Q2 		$751K Sell
30,258
-1,274
-4% -$31.8K 0.02% 601
2025
Q1 		$783K Buy
31,532
+1,527
+5% +$38.2K 0.02% 567
2024
Q4 		$747K Buy
30,005
+25
+0.1% +$626 0.02% 550
2024
Q3 		$747K Buy
29,980
+6,123
+26% +$153K 0.02% 490
2024
Q2 		$592K Buy
23,857
+29
+0.1% +$725 0.04% 364
2024
Q1 		$592K Buy
23,828
+3,028
+15% +$75.8K 0.08% 196
2023
Q4 		$525K Hold
20,800
– – 0.07% 213
2023
Q3 		$522K Buy
+20,800
New +$519K 0.1% 142

Other funds holding JULQ

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IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

World Investment Advisors's JULQ Position: Q3 2025 in Review

World Investment Advisors sold out of Innovator Premium Income 40 Barrier ETF July (JULQ) in Q3 2025, closing a stake of 30,258 shares — an estimated $751K sold.

World Investment Advisors first reported a position in JULQ in Q3 2023 and held it in 8 quarters. The position peaked at $783K in Q1 2025. 1 fund tracked by Wall St. Rank holds JULQ as of Q3 2025.

  • World Investment Advisors reported no remaining Innovator Premium Income 40 Barrier ETF July position as of Q3 2025 after selling out during the quarter.
  • World Investment Advisors sold 30,258 Innovator Premium Income 40 Barrier ETF July shares in Q3 2025, an estimated $751K.
  • World Investment Advisors first reported a position in Innovator Premium Income 40 Barrier ETF July in Q3 2023 and held it in 8 quarters.
  • World Investment Advisors's Innovator Premium Income 40 Barrier ETF July position peaked at $783K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held Innovator Premium Income 40 Barrier ETF July as of Q3 2025.

Based on World Investment Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.