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

AE 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 Q1	$251K	Buy	6,550 +173	+3%	+$6.72K	﹤0.01%	1485
2025 Q4	$247K	Buy	6,377 +1,530	+32%	+$58.7K	﹤0.01%	1411
2025 Q3	$185K	Buy	4,847 +1,265	+35%	+$47.3K	﹤0.01%	1421
2025 Q2	$132K	Buy	3,582 +1,083	+43%	+$37.1K	﹤0.01%	1408
2025 Q1	$83.8K	Buy	2,499 +27	+1%	+$934	﹤0.01%	1487
2024 Q4	$85.3K	Buy	+2,472	New	+$85.1K	﹤0.01%	1466

Other funds holding UJUL

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

BCM

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

IWM

IMG Wealth Management Jacksonville, Florida $157M AUM 17.95% 1-Year Est. Return

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

AE Wealth Management's UJUL Position: Q1 2026 in Review

AE Wealth Management increased its Innovator US Equity Ultra Buffer ETF July (UJUL) stake by 2.7% in Q1 2026, buying an estimated $6.72K and bringing the position to 6,550 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

AE Wealth Management first reported a position in UJUL in Q4 2024 and has held it in 6 quarters since. 73 funds tracked by Wall St. Rank hold UJUL as of Q1 2026.

AE Wealth Management held 6,550 shares of Innovator US Equity Ultra Buffer ETF July worth $251K as of Q1 2026.
AE Wealth Management bought 173 Innovator US Equity Ultra Buffer ETF July shares in Q1 2026, an estimated $6.72K.
Innovator US Equity Ultra Buffer ETF July made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1485 holding.
AE Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF July in Q4 2024 and has held it in 6 quarters since.
73 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.