InvesTrust
UJUL icon

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

InvesTrust’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 		$673K Hold
16,258
– – 0.27% 77
2026
Q2 		$663K Hold
16,258
– – 0.26% 80
2026
Q1 		$623K Hold
16,258
– – 0.26% 76
2025
Q4 		$630K Hold
16,258
– – 0.24% 76
2025
Q3 		$620K Hold
16,258
– – 0.23% 76
2025
Q2 		$598K Hold
16,258
– – 0.23% 76
2025
Q1 		$545K Hold
16,258
– – 0.15% 74
2024
Q4 		$563K Buy
+16,258
New +$560K 0.16% 76

Other funds holding UJUL

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Greater Midwest Financial Group
Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return
FA
FAI Advisors Farmington Hills, Michigan $257M AUM 20.66% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
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
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $372M AUM 14.86% 1-Year Est. Return
IMG Wealth Management
IMG Wealth Management Jacksonville, Florida $194M AUM 15.1% 1-Year Est. Return

InvesTrust's UJUL Position: Q3 2026 in Review

InvesTrust held its Innovator US Equity Ultra Buffer ETF July (UJUL) position steady in Q3 2026 at 16,258 shares worth $673K. The position accounts for 0.27% of the portfolio, ranked #77.

InvesTrust first reported a position in UJUL in Q4 2024 and has held it in 8 quarters since. 49 funds tracked by Wall St. Rank hold UJUL as of Q3 2026.

  • InvesTrust held 16,258 shares of Innovator US Equity Ultra Buffer ETF July worth $673K as of Q3 2026.
  • InvesTrust left its Innovator US Equity Ultra Buffer ETF July share count unchanged in Q3 2026.
  • Innovator US Equity Ultra Buffer ETF July made up 0.27% of InvesTrust's portfolio in Q3 2026, its #77 holding.
  • InvesTrust first reported a position in Innovator US Equity Ultra Buffer ETF July in Q4 2024 and has held it in 8 quarters since.
  • 49 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.