Focus Partners Advisor Solutions’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Focus Partners Advisor Solutions’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
2025 Q4	–	Sell	-24,150	Closed	-$927K	–	1262
2025 Q3	$927K	Buy	24,150 +12,075	+100%	+$452K	0.01%	556
2025 Q2	$444K	Buy	+12,075	New	+$413K	0.01%	710

Other funds holding UJUL

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Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $9.72B AUM 29.41% 1-Year Est. Return

IWM

IMG Wealth Management Jacksonville, Florida $180M AUM 21.06% 1-Year Est. Return

Focus Partners Advisor Solutions's UJUL Position: Q4 2025 in Review

Focus Partners Advisor Solutions sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q4 2025, closing a stake of 24,150 shares — an estimated $927K sold.

Focus Partners Advisor Solutions first reported a position in UJUL in Q2 2025 and held it in 2 quarters. The position peaked at $927K in Q3 2025. 81 funds tracked by Wall St. Rank hold UJUL as of Q4 2025.

Focus Partners Advisor Solutions reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q4 2025 after selling out during the quarter.
Focus Partners Advisor Solutions sold 24,150 Innovator US Equity Ultra Buffer ETF July shares in Q4 2025, an estimated $927K.
Focus Partners Advisor Solutions first reported a position in Innovator US Equity Ultra Buffer ETF July in Q2 2025 and held it in 2 quarters.
Focus Partners Advisor Solutions's Innovator US Equity Ultra Buffer ETF July position peaked at $927K in Q3 2025.
81 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q4 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q4 2025, filed 11 Feb 2026.