Arkadios Wealth Advisors’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Arkadios Wealth Advisors’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 Q4	–	Sell	-12,257	Closed	-$467K	–	1652
2025 Q3	$467K	Buy	+12,257	New	+$459K	0.01%	963

Other funds holding UJUL

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

KWM

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Arkadios Wealth Advisors's UJUL Position: Q4 2025 in Review

Arkadios Wealth Advisors sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q4 2025, closing a stake of 12,257 shares — an estimated $467K sold.

Arkadios Wealth Advisors first reported a position in UJUL in Q3 2025 and held it in 1 quarter. The position peaked at $467K in Q3 2025. 80 funds tracked by Wall St. Rank hold UJUL as of Q4 2025.

Arkadios Wealth Advisors reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q4 2025 after selling out during the quarter.
Arkadios Wealth Advisors sold 12,257 Innovator US Equity Ultra Buffer ETF July shares in Q4 2025, an estimated $467K.
Arkadios Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF July in Q3 2025 and held it in 1 quarter.
Arkadios Wealth Advisors's Innovator US Equity Ultra Buffer ETF July position peaked at $467K in Q3 2025.
80 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q4 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.