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 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

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 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

Atria Investments's UJUL Position: Q2 2026 in Review

Atria Investments increased its Innovator US Equity Ultra Buffer ETF July (UJUL) stake by 0.61% in Q2 2026, buying an estimated $2.89K and bringing the position to 11,956 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Atria Investments first reported a position in UJUL in Q3 2025 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

Atria Investments held 11,956 shares of Innovator US Equity Ultra Buffer ETF July worth $487K as of Q2 2026.
Atria Investments bought 72 Innovator US Equity Ultra Buffer ETF July shares in Q2 2026, an estimated $2.89K.
Innovator US Equity Ultra Buffer ETF July made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1544 holding.
Atria Investments first reported a position in Innovator US Equity Ultra Buffer ETF July in Q3 2025 and has held it in 4 quarters since.
75 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.