Encompass More Asset Management’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Encompass More Asset Management’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	$446K	Buy	10,947 +2,020	+23%	+$81K	0.06%	181
2026 Q1	$342K	Buy	8,927 +758	+9%	+$29.4K	0.06%	180
2025 Q4	$317K	Buy	8,169 +1,251	+18%	+$48K	0.06%	194
2025 Q3	$264K	Buy	6,918 +1,200	+21%	+$44.9K	0.05%	198
2025 Q2	$210K	Buy	+5,718	New	+$196K	0.05%	197

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

Encompass More Asset Management's UJUL Position: Q2 2026 in Review

Encompass More Asset Management increased its Innovator US Equity Ultra Buffer ETF July (UJUL) stake by 23% in Q2 2026, buying an estimated $81K and bringing the position to 10,947 shares worth $446K. The position accounts for 0.06% of the portfolio, ranked #181.

Encompass More Asset Management first reported a position in UJUL in Q2 2025 and has held it in 5 quarters since. 75 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

Encompass More Asset Management held 10,947 shares of Innovator US Equity Ultra Buffer ETF July worth $446K as of Q2 2026.
Encompass More Asset Management bought 2,020 Innovator US Equity Ultra Buffer ETF July shares in Q2 2026, an estimated $81K.
Innovator US Equity Ultra Buffer ETF July made up 0.06% of Encompass More Asset Management's portfolio in Q2 2026, its #181 holding.
Encompass More Asset Management first reported a position in Innovator US Equity Ultra Buffer ETF July in Q2 2025 and has held it in 5 quarters since.
75 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.