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BFI Wealth Solutions’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

BFI Wealth Solutions’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 		$230K Hold
5,650
– – 0.17% 79
2026
Q1 		$218K Hold
5,650
– – 0.21% 75
2025
Q4 		$219K Buy
+5,650
New +$217K 0.21% 70

Other funds holding UJUL

Osaic Holdings
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
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

BFI Wealth Solutions's UJUL Position: Q2 2026 in Review

BFI Wealth Solutions held its Innovator US Equity Ultra Buffer ETF July (UJUL) position steady in Q2 2026 at 5,650 shares worth $230K. The position accounts for 0.17% of the portfolio, ranked #79.

BFI Wealth Solutions first reported a position in UJUL in Q4 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

  • BFI Wealth Solutions held 5,650 shares of Innovator US Equity Ultra Buffer ETF July worth $230K as of Q2 2026.
  • BFI Wealth Solutions left its Innovator US Equity Ultra Buffer ETF July share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF July made up 0.17% of BFI Wealth Solutions's portfolio in Q2 2026, its #79 holding.
  • BFI Wealth Solutions first reported a position in Innovator US Equity Ultra Buffer ETF July in Q4 2025 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.