Comprehensive Financial Consultants Institutional’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Comprehensive Financial Consultants Institutional’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
2025 Q1	–	Sell	-9,018	Closed	-$311K	–	182
2024 Q4	$311K	Hold	9,018	–	–	0.11%	142
2024 Q3	$306K	Buy	+9,018	New	+$298K	0.11%	143
2024 Q2	–	Sell	-7,890	Closed	-$251K	–	163
2024 Q1	$251K	Sell	7,890 -40,079	-84%	-$1.25M	0.1%	141
2023 Q4	$1.45M	Sell	47,969 -668	-1%	-$19.4K	0.68%	61
2023 Q3	$1.37M	Buy	+48,637	New	+$1.4M	0.72%	53
2022 Q1	–	Sell	-3,760	Closed	-$102K	–	473
2021 Q4	$102K	Buy	+3,760	New	+$103K	0.07%	187

Other funds holding UJUL

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

Seros Financial Tempe, Arizona $157M AUM 16.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IWM

IMG Wealth Management Jacksonville, Florida $157M AUM 17.95% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's UJUL Position: Q1 2025 in Review

Comprehensive Financial Consultants Institutional sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q1 2025, closing a stake of 9,018 shares — an estimated $311K sold.

Comprehensive Financial Consultants Institutional first reported a position in UJUL in Q4 2021 and held it in 6 quarters. The position peaked at $1.45M in Q4 2023. 68 funds tracked by Wall St. Rank hold UJUL as of Q1 2025.

Comprehensive Financial Consultants Institutional reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q1 2025 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 9,018 Innovator US Equity Ultra Buffer ETF July shares in Q1 2025, an estimated $311K.
Comprehensive Financial Consultants Institutional first reported a position in Innovator US Equity Ultra Buffer ETF July in Q4 2021 and held it in 6 quarters.
Comprehensive Financial Consultants Institutional's Innovator US Equity Ultra Buffer ETF July position peaked at $1.45M in Q4 2023.
68 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q1 2025.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2025, filed 15 May 2025.