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Camelot Portfolios’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Camelot Portfolios’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 		– Sell
-58
Closed -$2.25K – 516
2025
Q4 		$2.25K Buy
+58
New +$2.23K ﹤0.01% 526
2024
Q3 		– Sell
-58
Closed -$1.89K – 535
2024
Q2 		$1.89K Buy
+58
New +$1.86K ﹤0.01% 528

Other funds holding UJUL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
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
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 $886M AUM 15.98% 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 $9.72B AUM 29.41% 1-Year Est. Return
IWM
IMG Wealth Management Jacksonville, Florida $180M AUM 21.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Camelot Portfolios's UJUL Position: Q1 2026 in Review

Camelot Portfolios sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q1 2026, closing a stake of 58 shares — an estimated $2.25K sold.

Camelot Portfolios first reported a position in UJUL in Q2 2024 and held it in 2 quarters. The position peaked at $2.25K in Q4 2025. 74 funds tracked by Wall St. Rank hold UJUL as of Q1 2026.

  • Camelot Portfolios reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 58 Innovator US Equity Ultra Buffer ETF July shares in Q1 2026, an estimated $2.25K.
  • Camelot Portfolios first reported a position in Innovator US Equity Ultra Buffer ETF July in Q2 2024 and held it in 2 quarters.
  • Camelot Portfolios's Innovator US Equity Ultra Buffer ETF July position peaked at $2.25K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.