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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
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
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 $1.76B AUM 18.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Benjamin Edwards Inc's UJUL Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its Innovator US Equity Ultra Buffer ETF July (UJUL) stake by 3.6% in Q1 2026, selling an estimated $8K and leaving 5,486 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

Benjamin Edwards Inc first reported a position in UJUL in Q3 2025 and has held it in 3 quarters since. The position peaked at $224K in Q3 2025. 73 funds tracked by Wall St. Rank hold UJUL as of Q1 2026.

  • Benjamin Edwards Inc held 5,486 shares of Innovator US Equity Ultra Buffer ETF July worth $210K as of Q1 2026.
  • Benjamin Edwards Inc sold 206 Innovator US Equity Ultra Buffer ETF July shares in Q1 2026, an estimated $8K.
  • Innovator US Equity Ultra Buffer ETF July made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #1292 holding.
  • Benjamin Edwards Inc first reported a position in Innovator US Equity Ultra Buffer ETF July in Q3 2025 and has held it in 3 quarters since.
  • Benjamin Edwards Inc's Innovator US Equity Ultra Buffer ETF July position peaked at $224K in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.