Atria Investments
UJUL icon

Atria Investments’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Atria Investments’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
Q3 		$481K Sell
11,636
-320
-3% -$13.2K ﹤0.01% 1601
2026
Q2 		$487K Buy
11,956
+72
+0.6% +$2.89K ﹤0.01% 1544
2026
Q1 		$455K Buy
11,884
+620
+6% +$24.1K 0.01% 1500
2025
Q4 		$436K Buy
11,264
+560
+5% +$21.5K 0.01% 1528
2025
Q3 		$408K Buy
+10,704
New +$401K ﹤0.01% 1542

Other funds holding UJUL

GMFG
Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Atria Investments's UJUL Position: Q3 2026 in Review

Atria Investments reduced its Innovator US Equity Ultra Buffer ETF July (UJUL) stake by 2.7% in Q3 2026, selling an estimated $13.2K and leaving 11,636 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

Atria Investments first reported a position in UJUL in Q3 2025 and has held it in 5 quarters since. The position peaked at $487K in Q2 2026. 11 funds tracked by Wall St. Rank hold UJUL as of Q3 2026.

  • Atria Investments held 11,636 shares of Innovator US Equity Ultra Buffer ETF July worth $481K as of Q3 2026.
  • Atria Investments sold 320 Innovator US Equity Ultra Buffer ETF July shares in Q3 2026, an estimated $13.2K.
  • Innovator US Equity Ultra Buffer ETF July made up ﹤0.01% of Atria Investments's portfolio in Q3 2026, its #1601 holding.
  • Atria Investments first reported a position in Innovator US Equity Ultra Buffer ETF July in Q3 2025 and has held it in 5 quarters since.
  • Atria Investments's Innovator US Equity Ultra Buffer ETF July position peaked at $487K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.