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Greater Midwest Financial Group’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Greater Midwest Financial Group’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 		$9.78M Buy
+236,279
New +$9.72M 4.59% 6

Other funds holding UJUL

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
I
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Greater Midwest Financial Group's UJUL Position: Q3 2026 in Review

Greater Midwest Financial Group opened a new position in Innovator US Equity Ultra Buffer ETF July (UJUL) in Q3 2026: 236,279 shares worth $9.78M. The stake represents 4.59% of the portfolio and ranks #6 among its holdings.

11 funds tracked by Wall St. Rank hold UJUL as of Q3 2026.

  • Greater Midwest Financial Group held 236,279 shares of Innovator US Equity Ultra Buffer ETF July worth $9.78M as of Q3 2026.
  • Innovator US Equity Ultra Buffer ETF July was a new Greater Midwest Financial Group position in Q3 2026.
  • Innovator US Equity Ultra Buffer ETF July made up 4.59% of Greater Midwest Financial Group's portfolio in Q3 2026, its #6 holding.
  • 11 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q3 2026.

Based on Greater Midwest Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.