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

Alterna 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
2025
Q1 		– Sell
-11,880
Closed -$410K – 120
2024
Q4 		$410K Sell
11,880
-2,980
-20% -$103K 0.35% 60
2024
Q3 		$504K Buy
+14,860
New +$491K 0.45% 50

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KAS
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PCA
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KWM
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SF
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Wealth Enhancement Advisory Services
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
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IWM
IMG Wealth Management Jacksonville, Florida $157M AUM 17.95% 1-Year Est. Return

Alterna Wealth Management's UJUL Position: Q1 2025 in Review

Alterna Wealth Management sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q1 2025, closing a stake of 11,880 shares — an estimated $410K sold.

Alterna Wealth Management first reported a position in UJUL in Q3 2024 and held it in 2 quarters. The position peaked at $504K in Q3 2024. 68 funds tracked by Wall St. Rank hold UJUL as of Q1 2025.

  • Alterna Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q1 2025 after selling out during the quarter.
  • Alterna Wealth Management sold 11,880 Innovator US Equity Ultra Buffer ETF July shares in Q1 2025, an estimated $410K.
  • Alterna Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF July in Q3 2024 and held it in 2 quarters.
  • Alterna Wealth Management's Innovator US Equity Ultra Buffer ETF July position peaked at $504K in Q3 2024.
  • 68 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q1 2025.

Based on Alterna Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.