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

Financial Network Wealth 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 		$79K Buy
2,064
+122
+6% +$4.74K 0.08% 199
2025
Q4 		$75.3K Buy
1,942
+169
+10% +$6.48K 0.08% 201
2025
Q3 		$67.6K Buy
1,773
+499
+39% +$18.7K 0.07% 215
2025
Q2 		$46.9K Buy
1,274
+1,177
+1,213% +$40.3K 0.06% 271
2025
Q1 		$3.25K Buy
+97
New +$3.36K ﹤0.01% 538

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

Financial Network Wealth Advisors's UJUL Position: Q1 2026 in Review

Financial Network Wealth Advisors increased its Innovator US Equity Ultra Buffer ETF July (UJUL) stake by 6.3% in Q1 2026, buying an estimated $4.74K and bringing the position to 2,064 shares worth $79K. The position accounts for 0.08% of the portfolio, ranked #199.

Financial Network Wealth Advisors first reported a position in UJUL in Q1 2025 and has held it in 5 quarters since. 73 funds tracked by Wall St. Rank hold UJUL as of Q1 2026.

  • Financial Network Wealth Advisors held 2,064 shares of Innovator US Equity Ultra Buffer ETF July worth $79K as of Q1 2026.
  • Financial Network Wealth Advisors bought 122 Innovator US Equity Ultra Buffer ETF July shares in Q1 2026, an estimated $4.74K.
  • Innovator US Equity Ultra Buffer ETF July made up 0.08% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #199 holding.
  • Financial Network Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF July in Q1 2025 and has held it in 5 quarters since.
  • 73 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.