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Ashton Thomas Private Wealth’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Ashton Thomas Private Wealth’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 		$29.3K Sell
718
-303
-30% -$12.2K ﹤0.01% 1413
2026
Q1 		$39.1K Buy
+1,021
New +$39.7K ﹤0.01% 1295

Other funds holding UJUL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
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
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Commonwealth Equity Services
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

Ashton Thomas Private Wealth's UJUL Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its Innovator US Equity Ultra Buffer ETF July (UJUL) stake by 30% in Q2 2026, selling an estimated $12.2K and leaving 718 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Ashton Thomas Private Wealth first reported a position in UJUL in Q1 2026 and has held it in 2 quarters since. The position peaked at $39.1K in Q1 2026. 75 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

  • Ashton Thomas Private Wealth held 718 shares of Innovator US Equity Ultra Buffer ETF July worth $29.3K as of Q2 2026.
  • Ashton Thomas Private Wealth sold 303 Innovator US Equity Ultra Buffer ETF July shares in Q2 2026, an estimated $12.2K.
  • Innovator US Equity Ultra Buffer ETF July made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1413 holding.
  • Ashton Thomas Private Wealth first reported a position in Innovator US Equity Ultra Buffer ETF July in Q1 2026 and has held it in 2 quarters since.
  • Ashton Thomas Private Wealth's Innovator US Equity Ultra Buffer ETF July position peaked at $39.1K in Q1 2026.
  • 75 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.