FNWA
UJUL icon

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
Q2 		$83K Sell
2,037
-27
-1% -$1.08K 0.08% 197
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

Osaic Holdings
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
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

Financial Network Wealth Advisors's UJUL Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its Innovator US Equity Ultra Buffer ETF July (UJUL) stake by 1.3% in Q2 2026, selling an estimated $1.08K and leaving 2,037 shares worth $83K. The position accounts for 0.08% of the portfolio, ranked #197.

Financial Network Wealth Advisors first reported a position in UJUL in Q1 2025 and has held it in 6 quarters since. 75 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

  • Financial Network Wealth Advisors held 2,037 shares of Innovator US Equity Ultra Buffer ETF July worth $83K as of Q2 2026.
  • Financial Network Wealth Advisors sold 27 Innovator US Equity Ultra Buffer ETF July shares in Q2 2026, an estimated $1.08K.
  • Innovator US Equity Ultra Buffer ETF July made up 0.08% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #197 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 6 quarters since.
  • 75 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.