Concurrent Investment Advisors’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Concurrent Investment Advisors’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	$447K	Buy	10,964 +1,050	+11%	+$42.1K	﹤0.01%	1471
2026 Q1	$380K	Sell	9,914 -2,239	-18%	-$87K	﹤0.01%	1355
2025 Q4	$471K	Buy	12,153 +4,439	+58%	+$170K	0.01%	1172
2025 Q3	$294K	Buy	7,714 +501	+7%	+$18.7K	0.01%	1167
2025 Q2	$265K	Buy	+7,213	New	+$247K	0.01%	1121

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

Concurrent Investment Advisors's UJUL Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Innovator US Equity Ultra Buffer ETF July (UJUL) stake by 11% in Q2 2026, buying an estimated $42.1K and bringing the position to 10,964 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Concurrent Investment Advisors first reported a position in UJUL in Q2 2025 and has held it in 5 quarters since. The position peaked at $471K in Q4 2025. 75 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

Concurrent Investment Advisors held 10,964 shares of Innovator US Equity Ultra Buffer ETF July worth $447K as of Q2 2026.
Concurrent Investment Advisors bought 1,050 Innovator US Equity Ultra Buffer ETF July shares in Q2 2026, an estimated $42.1K.
Innovator US Equity Ultra Buffer ETF July made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1471 holding.
Concurrent Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF July in Q2 2025 and has held it in 5 quarters since.
Concurrent Investment Advisors's Innovator US Equity Ultra Buffer ETF July position peaked at $471K in Q4 2025.
75 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.