Harbour Investments’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Harbour Investments’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	–	Sell	-985	Closed	-$38.2K	–	4778
2025 Q4	$38.2K	Hold	985	–	–	﹤0.01%	2086
2025 Q3	$37.5K	Hold	985	–	–	﹤0.01%	2032
2025 Q2	$36.2K	Hold	985	–	–	﹤0.01%	1964
2025 Q1	$33K	Hold	985	–	–	﹤0.01%	1957
2024 Q4	$34K	Buy	+985	New	+$33.9K	﹤0.01%	1898

Other funds holding UJUL

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 $2.03B AUM 23.67% 1-Year Est. Return

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

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Harbour Investments's UJUL Position: Q1 2026 in Review

Harbour Investments sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q1 2026, closing a stake of 985 shares — an estimated $38.2K sold.

Harbour Investments first reported a position in UJUL in Q4 2024 and held it in 5 quarters. The position peaked at $38.2K in Q4 2025. 73 funds tracked by Wall St. Rank hold UJUL as of Q1 2026.

Harbour Investments reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q1 2026 after selling out during the quarter.
Harbour Investments sold 985 Innovator US Equity Ultra Buffer ETF July shares in Q1 2026, an estimated $38.2K.
Harbour Investments first reported a position in Innovator US Equity Ultra Buffer ETF July in Q4 2024 and held it in 5 quarters.
Harbour Investments's Innovator US Equity Ultra Buffer ETF July position peaked at $38.2K in Q4 2025.
73 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.