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Accurate Wealth Management’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Accurate Wealth Management’s Portfolio UJUL Stock Details UJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$997K Buy
24,368
+14,307
+142% +$574K 0.1% 225
2026
Q1 		$395K Hold
10,061
– – 0.05% 364
2025
Q4 		$392K Sell
10,061
-562
-5% -$21.6K 0.05% 350
2025
Q3 		$404K Sell
10,623
-1,549
-13% -$58K 0.05% 336
2025
Q2 		$450K Buy
12,172
+3,359
+38% +$115K 0.07% 276
2025
Q1 		$288K Sell
8,813
-1,019
-10% -$35.3K 0.05% 295
2024
Q4 		$339K Sell
9,832
-2,790
-22% -$96.1K 0.07% 278
2024
Q3 		$431K Buy
12,622
+5,333
+73% +$176K 0.09% 224
2024
Q2 		$242K Hold
7,289
– – 0.06% 281
2024
Q1 		$228K Sell
7,289
-1,071
-13% -$33.3K 0.07% 257
2023
Q4 		$254K Sell
8,360
-5,070
-38% -$147K 0.08% 228
2023
Q3 		$383K Buy
+13,430
New +$388K 0.12% 165
2023
Q1 		– Sell
-511
Closed -$13.3K – 1389
2022
Q4 		$13.3K Buy
+511
New +$13.1K ﹤0.01% 794

Other funds holding UJUL

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AIS
Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM

Accurate Wealth Management's UJUL Position: Q2 2026 in Review

Accurate Wealth Management increased its Innovator US Equity Ultra Buffer ETF July (UJUL) stake by 142% in Q2 2026, buying an estimated $574K and bringing the position to 24,368 shares worth $997K. The position accounts for 0.1% of the portfolio, ranked #225.

Accurate Wealth Management first reported a position in UJUL in Q4 2022 and has held it in 13 quarters since. 14 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

  • Accurate Wealth Management held 24,368 shares of Innovator US Equity Ultra Buffer ETF July worth $997K as of Q2 2026.
  • Accurate Wealth Management bought 14,307 Innovator US Equity Ultra Buffer ETF July shares in Q2 2026, an estimated $574K.
  • Innovator US Equity Ultra Buffer ETF July made up 0.1% of Accurate Wealth Management's portfolio in Q2 2026, its #225 holding.
  • Accurate Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF July in Q4 2022 and has held it in 13 quarters since.
  • 14 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.