AssuredPartners Investment Advisors’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

AssuredPartners Investment 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
2026 Q1	$1.77M	Sell	45,737 -5,529	-11%	-$215K	0.19%	127
2025 Q4	$1.99M	Buy	+51,266	New	+$1.97M	0.3%	80

Other funds holding UJUL

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $2.03B AUM 23.67% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AssuredPartners Investment Advisors's UJUL Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Innovator US Equity Ultra Buffer ETF July (UJUL) stake by 11% in Q1 2026, selling an estimated $215K and leaving 45,737 shares worth $1.77M. The position accounts for 0.19% of the portfolio, ranked #127.

AssuredPartners Investment Advisors first reported a position in UJUL in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.99M in Q4 2025. 73 funds tracked by Wall St. Rank hold UJUL as of Q1 2026.

AssuredPartners Investment Advisors held 45,737 shares of Innovator US Equity Ultra Buffer ETF July worth $1.77M as of Q1 2026.
AssuredPartners Investment Advisors sold 5,529 Innovator US Equity Ultra Buffer ETF July shares in Q1 2026, an estimated $215K.
Innovator US Equity Ultra Buffer ETF July made up 0.19% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #127 holding.
AssuredPartners Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF July in Q4 2025 and has held it in 2 quarters since.
AssuredPartners Investment Advisors's Innovator US Equity Ultra Buffer ETF July position peaked at $1.99M in Q4 2025.
73 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.