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

LPL 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 		$1.68M Buy
41,184
+8,218
+25% +$330K ﹤0.01% 3943
2026
Q1 		$1.26M Sell
32,966
-709
-2% -$27.5K ﹤0.01% 3961
2025
Q4 		$1.3M Sell
33,675
-227
-0.7% -$8.71K ﹤0.01% 3804
2025
Q3 		$1.29M Buy
33,902
+6,141
+22% +$230K ﹤0.01% 3755
2025
Q2 		$1.02M Buy
27,761
+3,999
+17% +$137K ﹤0.01% 3739
2025
Q1 		$797K Sell
23,762
-1,247
-5% -$43.1K ﹤0.01% 3749
2024
Q4 		$863K Buy
25,009
+411
+2% +$14.2K ﹤0.01% 3625
2024
Q3 		$834K Sell
24,598
-396
-2% -$13.1K ﹤0.01% 3558
2024
Q2 		$813K Hold
24,994
– – ﹤0.01% 3448
2024
Q1 		$797K Buy
24,994
+1,366
+6% +$42.5K ﹤0.01% 3391
2023
Q4 		$716K Buy
23,628
+3,431
+17% +$99.5K ﹤0.01% 3355
2023
Q3 		$570K Buy
+20,197
New +$583K ﹤0.01% 3378

Other funds holding UJUL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Kestra Advisory Services
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
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Brinker Capital Investments
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

LPL Financial's UJUL Position: Q2 2026 in Review

LPL Financial increased its Innovator US Equity Ultra Buffer ETF July (UJUL) stake by 25% in Q2 2026, buying an estimated $330K and bringing the position to 41,184 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #3943.

LPL Financial first reported a position in UJUL in Q3 2023 and has held it in 12 quarters since. 78 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

  • LPL Financial held 41,184 shares of Innovator US Equity Ultra Buffer ETF July worth $1.68M as of Q2 2026.
  • LPL Financial bought 8,218 Innovator US Equity Ultra Buffer ETF July shares in Q2 2026, an estimated $330K.
  • Innovator US Equity Ultra Buffer ETF July made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3943 holding.
  • LPL Financial first reported a position in Innovator US Equity Ultra Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
  • 78 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.