Altium Investment Strategies’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Altium Investment Strategies’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	$377K	Buy	+9,213	New	+$370K	0.54%	17

Other funds holding UJUL

KAS

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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KWM

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Altium Investment Strategies's UJUL Position: Q2 2026 in Review

Altium Investment Strategies opened a new position in Innovator US Equity Ultra Buffer ETF July (UJUL) in Q2 2026: 9,213 shares worth $377K. The stake represents 0.54% of the portfolio and ranks #17 among its holdings.

50 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

Altium Investment Strategies held 9,213 shares of Innovator US Equity Ultra Buffer ETF July worth $377K as of Q2 2026.
Innovator US Equity Ultra Buffer ETF July was a new Altium Investment Strategies position in Q2 2026.
Innovator US Equity Ultra Buffer ETF July made up 0.54% of Altium Investment Strategies's portfolio in Q2 2026, its #17 holding.
50 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on Altium Investment Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.