Bedel Financial Consulting’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Bedel Financial Consulting’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	$465K	Buy	11,394 +1,467	+15%	+$58.8K	0.04%	185
2026 Q1	$380K	Sell	9,927 -982	-9%	-$38.1K	0.04%	198
2025 Q4	$423K	Sell	10,909 -51	-0.5%	-$1.96K	0.05%	179
2025 Q3	$418K	Hold	10,960	–	–	0.05%	181
2025 Q2	$403K	Hold	10,960	–	–	0.06%	174
2025 Q1	$367K	Hold	10,960	–	–	0.05%	179
2024 Q4	$385K	Sell	10,960 -57	-0.5%	-$1.96K	0.05%	180
2024 Q3	$374K	Sell	11,017 -2,766	-20%	-$91.4K	0.05%	176
2024 Q2	$448K	Hold	13,783	–	–	0.07%	146
2024 Q1	$439K	Hold	13,783	–	–	0.07%	144
2023 Q4	$418K	Sell	13,783 -8,553	-38%	-$248K	0.08%	151
2023 Q3	$631K	Hold	22,336	–	–	0.13%	98
2023 Q2	$643K	Hold	22,336	–	–	0.13%	96
2023 Q1	$604K	Hold	22,336	–	–	0.15%	95
2022 Q4	$575K	Sell	22,336 -53	-0.2%	-$1.36K	0.14%	93
2022 Q3	$570K	Hold	22,389	–	–	0.15%	90
2022 Q2	$567K	Buy	22,389 +510	+2%	+$13.4K	0.17%	85
2022 Q1	$602K	Hold	21,879	–	–	0.19%	72
2021 Q4	$606K	Sell	21,879 -109	-0.5%	-$2.99K	0.19%	78
2021 Q3	$592K	Sell	21,988 -158	-0.7%	-$4.28K	0.2%	75
2021 Q2	$597K	Hold	22,146	–	–	0.21%	73
2021 Q1	$593K	Hold	22,146	–	–	0.23%	70
2020 Q4	$586K	Sell	22,146 -870	-4%	-$22.7K	0.26%	57
2020 Q3	$593K	Buy	23,016 +18,309	+389%	+$470K	0.3%	55
2020 Q2	$119K	Buy	4,707 +416	+10%	+$10.2K	0.06%	177
2020 Q1	$99K	Buy	4,291 +1,525	+55%	+$37.6K	0.07%	178
2019 Q4	$70K	Hold	2,766	–	–	0.04%	250
2019 Q3	$72K	Hold	2,766	–	–	0.04%	242
2019 Q2	$71K	Hold	2,766	–	–	0.04%	242
2019 Q1	$69K	Buy	+2,766	New	+$68K	0.04%	231

Other funds holding UJUL

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Bedel Financial Consulting's UJUL Position: Q2 2026 in Review

Bedel Financial Consulting increased its Innovator US Equity Ultra Buffer ETF July (UJUL) stake by 15% in Q2 2026, buying an estimated $58.8K and bringing the position to 11,394 shares worth $465K. The position accounts for 0.04% of the portfolio, ranked #185.

Bedel Financial Consulting first reported a position in UJUL in Q1 2019 and has held it in 30 quarters since. The position peaked at $643K in Q2 2023. 36 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

Bedel Financial Consulting held 11,394 shares of Innovator US Equity Ultra Buffer ETF July worth $465K as of Q2 2026.
Bedel Financial Consulting bought 1,467 Innovator US Equity Ultra Buffer ETF July shares in Q2 2026, an estimated $58.8K.
Innovator US Equity Ultra Buffer ETF July made up 0.04% of Bedel Financial Consulting's portfolio in Q2 2026, its #185 holding.
Bedel Financial Consulting first reported a position in Innovator US Equity Ultra Buffer ETF July in Q1 2019 and has held it in 30 quarters since.
Bedel Financial Consulting's Innovator US Equity Ultra Buffer ETF July position peaked at $643K in Q2 2023.
36 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.