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

Larson Financial Group’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
2025 Q2	–	Sell	-39	Closed	-$1.31K	–	3503
2025 Q1	$1.31K	Hold	39	–	–	﹤0.01%	2306
2024 Q4	$1.34K	Sell	39 -32	-45%	-$1.1K	﹤0.01%	1962
2024 Q3	$2.41K	Hold	71	–	–	﹤0.01%	1821
2024 Q2	$2.31K	Hold	71	–	–	﹤0.01%	1576
2024 Q1	$2.26K	Hold	71	–	–	﹤0.01%	1346
2023 Q4	$2.15K	Hold	71	–	–	﹤0.01%	1360
2023 Q3	$2K	Hold	71	–	–	﹤0.01%	1360
2023 Q2	$2.04K	Hold	71	–	–	﹤0.01%	1262
2023 Q1	$1.92K	Sell	71 -112	-61%	-$2.96K	﹤0.01%	1246
2022 Q4	$4.71K	Buy	+183	New	+$4.69K	﹤0.01%	1046

Other funds holding UJUL

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return

Seros Financial Tempe, Arizona $157M AUM 16.95% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IWM

IMG Wealth Management Jacksonville, Florida $157M AUM 17.95% 1-Year Est. Return

Larson Financial Group's UJUL Position: Q2 2025 in Review

Larson Financial Group sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q2 2025, closing a stake of 39 shares — an estimated $1.31K sold.

Larson Financial Group first reported a position in UJUL in Q4 2022 and held it in 10 quarters. The position peaked at $4.71K in Q4 2022. 69 funds tracked by Wall St. Rank hold UJUL as of Q2 2025.

Larson Financial Group reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q2 2025 after selling out during the quarter.
Larson Financial Group sold 39 Innovator US Equity Ultra Buffer ETF July shares in Q2 2025, an estimated $1.31K.
Larson Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF July in Q4 2022 and held it in 10 quarters.
Larson Financial Group's Innovator US Equity Ultra Buffer ETF July position peaked at $4.71K in Q4 2022.
69 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.