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BFC Planning, Inc.’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

BFC Planning, Inc.’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
Q3 		$1.04K Hold
25
– – ﹤0.01% 3155
2026
Q2 		$1.02K Hold
25
– – ﹤0.01% 3149
2026
Q1 		$957 Hold
25
– – ﹤0.01% 2752
2025
Q4 		$969 Hold
25
– – ﹤0.01% 2802
2025
Q3 		$953 Buy
+25
New +$935 ﹤0.01% 2634

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Greater Midwest Financial Group
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FA
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Prosperity Capital Advisors
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Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Campbell Deegan Wealth Management
Campbell Deegan Wealth Management Richmond, Virginia $146M AUM 12.19% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

BFC Planning, Inc.'s UJUL Position: Q3 2026 in Review

BFC Planning, Inc. held its Innovator US Equity Ultra Buffer ETF July (UJUL) position steady in Q3 2026 at 25 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #3155.

BFC Planning, Inc. first reported a position in UJUL in Q3 2025 and has held it in 5 quarters since. 90 funds tracked by Wall St. Rank hold UJUL as of Q3 2026.

  • BFC Planning, Inc. held 25 shares of Innovator US Equity Ultra Buffer ETF July worth $1.04K as of Q3 2026.
  • BFC Planning, Inc. left its Innovator US Equity Ultra Buffer ETF July share count unchanged in Q3 2026.
  • Innovator US Equity Ultra Buffer ETF July made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #3155 holding.
  • BFC Planning, Inc. first reported a position in Innovator US Equity Ultra Buffer ETF July in Q3 2025 and has held it in 5 quarters since.
  • 90 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.