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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
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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 $38.1B AUM 19.66% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B 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

Evolution Wealth Management's UJUL Position: Q1 2026 in Review

Evolution Wealth Management held its Innovator US Equity Ultra Buffer ETF July (UJUL) position steady in Q1 2026 at 1,324 shares worth $50.7K. The position accounts for 0.04% of the portfolio, ranked #270.

Evolution Wealth Management first reported a position in UJUL in Q2 2025 and has held it in 4 quarters since. The position peaked at $51.3K in Q4 2025. 73 funds tracked by Wall St. Rank hold UJUL as of Q1 2026.

  • Evolution Wealth Management held 1,324 shares of Innovator US Equity Ultra Buffer ETF July worth $50.7K as of Q1 2026.
  • Evolution Wealth Management left its Innovator US Equity Ultra Buffer ETF July share count unchanged in Q1 2026.
  • Innovator US Equity Ultra Buffer ETF July made up 0.04% of Evolution Wealth Management's portfolio in Q1 2026, its #270 holding.
  • Evolution Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF July in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Innovator US Equity Ultra Buffer ETF July position peaked at $51.3K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.