Cerity Partners’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Cerity Partners’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	$1.91M	Buy	46,962 +3,350	+8%	+$134K	﹤0.01%	1622
2026 Q1	$1.67M	Hold	43,612	–	–	﹤0.01%	1581
2025 Q4	$1.69M	Sell	43,612 -10,661	-20%	-$409K	﹤0.01%	1444
2025 Q3	$2.07M	Hold	54,273	–	–	﹤0.01%	1282
2025 Q2	$2M	Buy	+54,273	New	+$1.86M	﹤0.01%	1217

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

Cerity Partners's UJUL Position: Q2 2026 in Review

Cerity Partners increased its Innovator US Equity Ultra Buffer ETF July (UJUL) stake by 7.7% in Q2 2026, buying an estimated $134K and bringing the position to 46,962 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1622.

Cerity Partners first reported a position in UJUL in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.07M in Q3 2025. 73 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

Cerity Partners held 46,962 shares of Innovator US Equity Ultra Buffer ETF July worth $1.91M as of Q2 2026.
Cerity Partners bought 3,350 Innovator US Equity Ultra Buffer ETF July shares in Q2 2026, an estimated $134K.
Innovator US Equity Ultra Buffer ETF July made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1622 holding.
Cerity Partners first reported a position in Innovator US Equity Ultra Buffer ETF July in Q2 2025 and has held it in 5 quarters since.
Cerity Partners's Innovator US Equity Ultra Buffer ETF July position peaked at $2.07M in Q3 2025.
73 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.