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

BXM Wealth’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 Q3	$225K	Buy	+5,430	New	+$223K	0.12%	148

Other funds holding UJUL

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return

FAI Advisors Farmington Hills, Michigan $257M AUM 20.66% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return

IMG Wealth Management Jacksonville, Florida $194M AUM 15.1% 1-Year Est. Return

BXM Wealth's UJUL Position: Q3 2026 in Review

BXM Wealth opened a new position in Innovator US Equity Ultra Buffer ETF July (UJUL) in Q3 2026: 5,430 shares worth $225K. The stake represents 0.12% of the portfolio and ranks #148 among its holdings.

54 funds tracked by Wall St. Rank hold UJUL as of Q3 2026.

BXM Wealth held 5,430 shares of Innovator US Equity Ultra Buffer ETF July worth $225K as of Q3 2026.
Innovator US Equity Ultra Buffer ETF July was a new BXM Wealth position in Q3 2026.
Innovator US Equity Ultra Buffer ETF July made up 0.12% of BXM Wealth's portfolio in Q3 2026, its #148 holding.
54 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q3 2026.

Based on BXM Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.