MML Investors Services
UJUL icon

MML Investors Services’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

MML Investors Services’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
Q1 		$1.3M Sell
33,949
-659
-2% -$25.6K ﹤0.01% 1599
2025
Q4 		$1.34M Buy
34,608
+946
+3% +$36.3K ﹤0.01% 1620
2025
Q3 		$1.28M Buy
33,662
+7,154
+27% +$268K ﹤0.01% 1562
2025
Q2 		$975K Sell
26,508
-6
-0% -$205 ﹤0.01% 1672
2025
Q1 		$889K Sell
26,514
-3,474
-12% -$120K ﹤0.01% 1659
2024
Q4 		$1.03M Buy
29,988
+1,108
+4% +$38.2K ﹤0.01% 1487
2024
Q3 		$979K Buy
+28,880
New +$955K ﹤0.01% 1466
2024
Q1 		– Sell
-8,910
Closed -$270K – 2566
2023
Q4 		$270K Sell
8,910
-800
-8% -$23.2K ﹤0.01% 2116
2023
Q3 		$274K Buy
+9,710
New +$280K ﹤0.01% 1979

Other funds holding UJUL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $773M AUM 12.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
IWM
IMG Wealth Management Jacksonville, Florida $157M AUM 17.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return