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 Q2	$384K	Buy	9,413 +2,863	+44%	+$115K	﹤0.01%	1356
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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

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

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IWM

IMG Wealth Management Jacksonville, Florida $180M AUM 21.06% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

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

AE Wealth Management increased its Innovator US Equity Ultra Buffer ETF July (UJUL) stake by 44% in Q2 2026, buying an estimated $115K and bringing the position to 9,413 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

AE Wealth Management first reported a position in UJUL in Q4 2024 and has held it in 7 quarters since. 78 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

AE Wealth Management held 9,413 shares of Innovator US Equity Ultra Buffer ETF July worth $384K as of Q2 2026.
AE Wealth Management bought 2,863 Innovator US Equity Ultra Buffer ETF July shares in Q2 2026, an estimated $115K.
Innovator US Equity Ultra Buffer ETF July made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1356 holding.
AE Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF July in Q4 2024 and has held it in 7 quarters since.
78 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.