Journey Retirement Planning & Investment Management’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Journey Retirement Planning & Investment Management’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 Q2	$240K	Buy	+5,880	New	+$236K	0.19%	134
2026 Q1	–	Sell	-15,612	Closed	-$605K	–	236
2025 Q4	$605K	Buy	+15,612	New	+$599K	0.12%	133

Other funds holding UJUL

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IWM

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

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Journey Retirement Planning & Investment Management's UJUL Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management opened a new position in Innovator US Equity Ultra Buffer ETF July (UJUL) in Q2 2026: 5,880 shares worth $240K. The stake represents 0.19% of the portfolio and ranks #134 among its holdings. This is a return to the name: Journey Retirement Planning & Investment Management previously reported a position in UJUL as recently as Q4 2025.

Journey Retirement Planning & Investment Management first reported a position in UJUL in Q4 2025 and has held it in 2 quarters since. The position peaked at $605K in Q4 2025. 50 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

Journey Retirement Planning & Investment Management held 5,880 shares of Innovator US Equity Ultra Buffer ETF July worth $240K as of Q2 2026.
Innovator US Equity Ultra Buffer ETF July was a new Journey Retirement Planning & Investment Management position in Q2 2026.
Innovator US Equity Ultra Buffer ETF July made up 0.19% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #134 holding.
Journey Retirement Planning & Investment Management first reported a position in Innovator US Equity Ultra Buffer ETF July in Q4 2025 and has held it in 2 quarters since.
Journey Retirement Planning & Investment Management's Innovator US Equity Ultra Buffer ETF July position peaked at $605K in Q4 2025.
50 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.