Cetera Investment Advisers
UJUL icon

Cetera Investment Advisers’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Cetera Investment Advisers’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 		$512K Sell
13,364
-79
-0.6% -$3.07K ﹤0.01% 3494
2025
Q4 		$521K Sell
13,443
-366
-3% -$14K ﹤0.01% 3403
2025
Q3 		$526K Buy
13,809
+2,415
+21% +$90.4K ﹤0.01% 3341
2025
Q2 		$419K Hold
11,394
– – ﹤0.01% 3104
2025
Q1 		$382K Buy
11,394
+1,822
+19% +$63K ﹤0.01% 3073
2024
Q4 		$330K Sell
9,572
-1,116
-10% -$38.4K ﹤0.01% 3032
2024
Q3 		$362K Buy
10,688
+1,641
+18% +$54.2K ﹤0.01% 2914
2024
Q2 		$294K Sell
9,047
-8,630
-49% -$277K ﹤0.01% 3043
2024
Q1 		$563K Buy
+17,677
New +$550K ﹤0.01% 2509
2023
Q3 		– Sell
-15,755
Closed -$454K – 2297
2023
Q2 		$454K Buy
+15,755
New +$437K ﹤0.01% 1505
2022
Q3 		– Sell
-21,284
Closed -$539K – 1878
2022
Q2 		$539K Buy
+21,284
New +$559K 0.01% 1057

Other funds holding UJUL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $773M AUM 12.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
IWM
IMG Wealth Management Jacksonville, Florida $157M AUM 17.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return