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 Q2	$323K	Sell	7,918 -26,031	-77%	-$1.04M	﹤0.01%	2773
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

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

MML Investors Services's UJUL Position: Q2 2026 in Review

MML Investors Services reduced its Innovator US Equity Ultra Buffer ETF July (UJUL) stake by 77% in Q2 2026, selling an estimated $1.04M and leaving 7,918 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #2773.

MML Investors Services first reported a position in UJUL in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.34M in Q4 2025. 78 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

MML Investors Services held 7,918 shares of Innovator US Equity Ultra Buffer ETF July worth $323K as of Q2 2026.
MML Investors Services sold 26,031 Innovator US Equity Ultra Buffer ETF July shares in Q2 2026, an estimated $1.04M.
Innovator US Equity Ultra Buffer ETF July made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2773 holding.
MML Investors Services first reported a position in Innovator US Equity Ultra Buffer ETF July in Q3 2023 and has held it in 10 quarters since.
MML Investors Services's Innovator US Equity Ultra Buffer ETF July position peaked at $1.34M in Q4 2025.
78 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.