Evolution Wealth Management’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Evolution Wealth 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	$54K	Hold	1,324	–	–	0.03%	297
2026 Q1	$50.7K	Hold	1,324	–	–	0.04%	270
2025 Q4	$51.3K	Hold	1,324	–	–	0.04%	241
2025 Q3	$50.5K	Hold	1,324	–	–	0.05%	206
2025 Q2	$48.7K	Buy	+1,324	New	+$45.3K	0.06%	185

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

Evolution Wealth Management's UJUL Position: Q2 2026 in Review

Evolution Wealth Management held its Innovator US Equity Ultra Buffer ETF July (UJUL) position steady in Q2 2026 at 1,324 shares worth $54K. The position accounts for 0.03% of the portfolio, ranked #297.

Evolution Wealth 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.

Evolution Wealth Management held 1,324 shares of Innovator US Equity Ultra Buffer ETF July worth $54K as of Q2 2026.
Evolution Wealth Management left its Innovator US Equity Ultra Buffer ETF July share count unchanged in Q2 2026.
Innovator US Equity Ultra Buffer ETF July made up 0.03% of Evolution Wealth Management's portfolio in Q2 2026, its #297 holding.
Evolution Wealth 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 Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.