Benjamin Edwards Inc’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Benjamin Edwards Inc’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	$214K	Sell	5,243 -243	-4%	-$9.75K	﹤0.01%	1357
2026 Q1	$210K	Sell	5,486 -206	-4%	-$8K	﹤0.01%	1292
2025 Q4	$221K	Sell	5,692 -189	-3%	-$7.25K	﹤0.01%	1224
2025 Q3	$224K	Buy	+5,881	New	+$220K	﹤0.01%	1207

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

Benjamin Edwards Inc's UJUL Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Innovator US Equity Ultra Buffer ETF July (UJUL) stake by 4.4% in Q2 2026, selling an estimated $9.75K and leaving 5,243 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Benjamin Edwards Inc first reported a position in UJUL in Q3 2025 and has held it in 4 quarters since. The position peaked at $224K in Q3 2025. 75 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

Benjamin Edwards Inc held 5,243 shares of Innovator US Equity Ultra Buffer ETF July worth $214K as of Q2 2026.
Benjamin Edwards Inc sold 243 Innovator US Equity Ultra Buffer ETF July shares in Q2 2026, an estimated $9.75K.
Innovator US Equity Ultra Buffer ETF July made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1357 holding.
Benjamin Edwards Inc first reported a position in Innovator US Equity Ultra Buffer ETF July in Q3 2025 and has held it in 4 quarters since.
Benjamin Edwards Inc's Innovator US Equity Ultra Buffer ETF July position peaked at $224K in Q3 2025.
75 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.