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

Merit 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
Q4 		– Sell
-40,777
Closed -$1.55M – 2030
2025
Q3 		$1.55M Sell
40,777
-34,597
-46% -$1.29M 0.01% 670
2025
Q2 		$2.77M Buy
+75,374
New +$2.58M 0.03% 426

Other funds holding UJUL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
IWM
IMG Wealth Management Jacksonville, Florida $180M AUM 21.06% 1-Year Est. Return

Merit Financial Group's UJUL Position: Q4 2025 in Review

Merit Financial Group sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q4 2025, closing a stake of 40,777 shares — an estimated $1.55M sold.

Merit Financial Group first reported a position in UJUL in Q2 2025 and held it in 2 quarters. The position peaked at $2.77M in Q2 2025. 81 funds tracked by Wall St. Rank hold UJUL as of Q4 2025.

  • Merit Financial Group reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q4 2025 after selling out during the quarter.
  • Merit Financial Group sold 40,777 Innovator US Equity Ultra Buffer ETF July shares in Q4 2025, an estimated $1.55M.
  • Merit Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF July in Q2 2025 and held it in 2 quarters.
  • Merit Financial Group's Innovator US Equity Ultra Buffer ETF July position peaked at $2.77M in Q2 2025.
  • 81 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q4 2025.

Based on Merit Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.