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World Investment Advisors’s Innovator US Small Cap Power Buffer ETF July KJUL Stock Holding History

World Investment Advisors’s Portfolio KJUL Stock Details KJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$320K Sell
9,990
-108
-1% -$3.48K 0.01% 1216
2025
Q4 		$320K Buy
+10,098
New +$316K 0.01% 1149

Other funds holding KJUL

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

World Investment Advisors reduced its Innovator US Small Cap Power Buffer ETF July (KJUL) stake by 1.1% in Q1 2026, selling an estimated $3.48K and leaving 9,990 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #1216.

World Investment Advisors first reported a position in KJUL in Q4 2025 and has held it in 2 quarters since. The position peaked at $320K in Q4 2025. 81 funds tracked by Wall St. Rank hold KJUL as of Q1 2026.

  • World Investment Advisors held 9,990 shares of Innovator US Small Cap Power Buffer ETF July worth $320K as of Q1 2026.
  • World Investment Advisors sold 108 Innovator US Small Cap Power Buffer ETF July shares in Q1 2026, an estimated $3.48K.
  • Innovator US Small Cap Power Buffer ETF July made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #1216 holding.
  • World Investment Advisors first reported a position in Innovator US Small Cap Power Buffer ETF July in Q4 2025 and has held it in 2 quarters since.
  • World Investment Advisors's Innovator US Small Cap Power Buffer ETF July position peaked at $320K in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF July as of Q1 2026.

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