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Keating Financial Advisory Services’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Keating Financial Advisory Services’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 		$57.3K Hold
1,406
– – 0.01% 644
2026
Q1 		$53.8K Hold
1,406
– – 0.01% 600
2025
Q4 		$54.5K Buy
+1,406
New +$53.9K 0.01% 633

Other funds holding UJUL

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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
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Commonwealth Equity Services
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Keating Financial Advisory Services's UJUL Position: Q2 2026 in Review

Keating Financial Advisory Services held its Innovator US Equity Ultra Buffer ETF July (UJUL) position steady in Q2 2026 at 1,406 shares worth $57.3K. The position accounts for 0.01% of the portfolio, ranked #644.

Keating Financial Advisory Services first reported a position in UJUL in Q4 2025 and has held it in 3 quarters since. 75 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

  • Keating Financial Advisory Services held 1,406 shares of Innovator US Equity Ultra Buffer ETF July worth $57.3K as of Q2 2026.
  • Keating Financial Advisory Services left its Innovator US Equity Ultra Buffer ETF July share count unchanged in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF July made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #644 holding.
  • Keating Financial Advisory Services first reported a position in Innovator US Equity Ultra Buffer ETF July in Q4 2025 and has held it in 3 quarters since.
  • 75 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.