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

Lantz Financial’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	$228K	Buy	+5,601	New	+$225K	0.04%	246

Other funds holding UJUL

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PCA

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

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Lantz Financial's UJUL Position: Q2 2026 in Review

Lantz Financial opened a new position in Innovator US Equity Ultra Buffer ETF July (UJUL) in Q2 2026: 5,601 shares worth $228K. The stake represents 0.04% of the portfolio and ranks #246 among its holdings.

78 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

Lantz Financial held 5,601 shares of Innovator US Equity Ultra Buffer ETF July worth $228K as of Q2 2026.
Innovator US Equity Ultra Buffer ETF July was a new Lantz Financial position in Q2 2026.
Innovator US Equity Ultra Buffer ETF July made up 0.04% of Lantz Financial's portfolio in Q2 2026, its #246 holding.
78 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.