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

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

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return