Kellett Wealth Advisors’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Kellett Wealth Advisors’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	$922K	Buy	+22,286	New	+$917K	0.34%	40

Other funds holding UJUL

GMFG

Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

JRPIM

Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Kellett Wealth Advisors's UJUL Position: Q3 2026 in Review

Kellett Wealth Advisors opened a new position in Innovator US Equity Ultra Buffer ETF July (UJUL) in Q3 2026: 22,286 shares worth $922K. The stake represents 0.34% of the portfolio and ranks #40 among its holdings.

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

Kellett Wealth Advisors held 22,286 shares of Innovator US Equity Ultra Buffer ETF July worth $922K as of Q3 2026.
Innovator US Equity Ultra Buffer ETF July was a new Kellett Wealth Advisors position in Q3 2026.
Innovator US Equity Ultra Buffer ETF July made up 0.34% of Kellett Wealth Advisors's portfolio in Q3 2026, its #40 holding.
9 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q3 2026.

Based on Kellett Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.