DHJJ Financial Advisors’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

DHJJ Financial 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	$35.2K	Hold	864	–	–	0.01%	464
2026 Q1	$33.1K	Hold	864	–	–	0.01%	465
2025 Q4	$33.5K	Hold	864	–	–	0.01%	440
2025 Q3	$32.9K	Buy	864 +824	+2,060%	+$30.8K	0.01%	422
2025 Q2	$1.47K	Hold	40	–	–	﹤0.01%	699
2025 Q1	$1.34K	Hold	40	–	–	﹤0.01%	664
2024 Q4	$1.38K	Hold	40	–	–	﹤0.01%	635
2024 Q3	$1.36K	Hold	40	–	–	﹤0.01%	615
2024 Q2	$1.3K	Hold	40	–	–	﹤0.01%	581
2024 Q1	$1.27K	Sell	40 -1,950	-98%	-$60.6K	﹤0.01%	568
2023 Q4	$60.3K	Hold	1,990	–	–	0.03%	234
2023 Q3	$56.2K	Buy	+1,990	New	+$57.4K	0.03%	231

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

DHJJ Financial Advisors's UJUL Position: Q2 2026 in Review

DHJJ Financial Advisors held its Innovator US Equity Ultra Buffer ETF July (UJUL) position steady in Q2 2026 at 864 shares worth $35.2K. The position accounts for 0.01% of the portfolio, ranked #464.

DHJJ Financial Advisors first reported a position in UJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $60.3K in Q4 2023. 75 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

DHJJ Financial Advisors held 864 shares of Innovator US Equity Ultra Buffer ETF July worth $35.2K as of Q2 2026.
DHJJ Financial Advisors left its Innovator US Equity Ultra Buffer ETF July share count unchanged in Q2 2026.
Innovator US Equity Ultra Buffer ETF July made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #464 holding.
DHJJ Financial Advisors first reported a position in Innovator US Equity Ultra Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Innovator US Equity Ultra Buffer ETF July position peaked at $60.3K in Q4 2023.
75 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.