Buska Wealth Management’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Buska Wealth Management’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	–	Sell	-5,255	Closed	-$201K	–	85
2026 Q1	$201K	Sell	5,255 -682	-11%	-$26.5K	0.08%	72
2025 Q4	$230K	Sell	5,937 -761	-11%	-$29.2K	0.09%	68
2025 Q3	$255K	Sell	6,698 -1,525	-19%	-$57.1K	0.08%	61
2025 Q2	$303K	Sell	8,223 -2,157	-21%	-$73.8K	0.08%	54
2025 Q1	$348K	Sell	10,380 -955	-8%	-$33K	0.11%	50
2024 Q4	$391K	Sell	11,335 -1,109	-9%	-$38.2K	0.13%	41
2024 Q3	$422K	Sell	12,444 -821	-6%	-$27.1K	0.15%	39
2024 Q2	$432K	Sell	13,265 -5,811	-30%	-$186K	0.17%	34
2024 Q1	$608K	Buy	+19,076	New	+$593K	0.27%	31

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

Buska Wealth Management's UJUL Position: Q2 2026 in Review

Buska Wealth Management sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q2 2026, closing a stake of 5,255 shares — an estimated $201K sold.

Buska Wealth Management first reported a position in UJUL in Q1 2024 and held it in 9 quarters. The position peaked at $608K in Q1 2024. 75 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

Buska Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q2 2026 after selling out during the quarter.
Buska Wealth Management sold 5,255 Innovator US Equity Ultra Buffer ETF July shares in Q2 2026, an estimated $201K.
Buska Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF July in Q1 2024 and held it in 9 quarters.
Buska Wealth Management's Innovator US Equity Ultra Buffer ETF July position peaked at $608K in Q1 2024.
75 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on Buska Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.