World Investment Advisors’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.1M	Buy	219,629 +14,585	+7%	+$679K	0.16%	142
2025 Q4	$9.52M	Buy	205,044 +77,031	+60%	+$3.54M	0.15%	159
2025 Q3	$5.84M	Buy	128,013 +9,172	+8%	+$410K	0.12%	188
2025 Q2	$5.21M	Buy	118,841 +12,022	+11%	+$493K	0.12%	196
2025 Q1	$4.29M	Sell	106,819 -73,553	-41%	-$3.04M	0.11%	215
2024 Q4	$7.43M	Buy	180,372 +16,700	+10%	+$684K	0.2%	116
2024 Q3	$6.63M	Buy	163,672 +79,560	+95%	+$3.13M	0.21%	121
2024 Q2	$3.27M	Buy	84,112 +12,775	+18%	+$489K	0.2%	101
2024 Q1	$2.71M	Sell	71,337 -12,341	-15%	-$457K	0.39%	62
2023 Q4	$3.03M	Sell	83,678 -1,303	-2%	-$45.1K	0.39%	59
2023 Q3	$2.86M	Sell	84,981 -459	-0.5%	-$15.8K	0.57%	38
2023 Q2	$2.92M	Sell	85,440 -3,548	-4%	-$115K	0.57%	36
2023 Q1	$2.82M	Buy	88,988 +3,645	+4%	+$113K	0.59%	39
2022 Q4	$2.58M	Sell	85,343 -203	-0.2%	-$6.08K	0.59%	37
2022 Q3	$2.45M	Sell	85,546 -200	-0.2%	-$6.03K	0.58%	33
2022 Q2	$2.64M	Buy	85,746 +2,645	+3%	+$78.3K	0.55%	35
2022 Q1	$2.55M	Hold	83,101	–	–	0.53%	36
2021 Q4	$2.52M	Buy	83,101 +1,185	+1%	+$36K	0.53%	36
2021 Q3	$2.44M	Buy	81,916 +4,101	+5%	+$123K	0.55%	33
2021 Q2	$2.3M	Buy	77,815 +7,985	+11%	+$236K	0.53%	36
2021 Q1	$2.06M	Sell	69,830 -3,908	-5%	-$113K	0.5%	39
2020 Q4	$2.14M	Buy	73,738 +3,191	+5%	+$90.2K	0.54%	38
2020 Q3	$1.95M	Sell	70,547 -93	-0.1%	-$2.56K	0.67%	32
2020 Q2	$1.96M	Buy	+70,640	New	+$1.83M	0.69%	31

Other funds holding PJUL

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

World Investment Advisors increased its Innovator US Equity Power Buffer ETF July (PJUL) stake by 7.1% in Q1 2026, buying an estimated $679K and bringing the position to 219,629 shares worth $10.1M. The position accounts for 0.16% of the portfolio, ranked #142.

World Investment Advisors first reported a position in PJUL in Q2 2020 and has held it in 24 quarters since. 269 funds tracked by Wall St. Rank hold PJUL as of Q1 2026.

World Investment Advisors held 219,629 shares of Innovator US Equity Power Buffer ETF July worth $10.1M as of Q1 2026.
World Investment Advisors bought 14,585 Innovator US Equity Power Buffer ETF July shares in Q1 2026, an estimated $679K.
Innovator US Equity Power Buffer ETF July made up 0.16% of World Investment Advisors's portfolio in Q1 2026, its #142 holding.
World Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF July in Q2 2020 and has held it in 24 quarters since.
269 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q1 2026.

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