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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
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

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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