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

Nations 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
2026 Q1	$1.75M	Buy	45,734 +233	+0.5%	+$9.05K	0.09%	239
2025 Q4	$1.76M	Buy	45,501 +904	+2%	+$34.7K	0.09%	227
2025 Q3	$1.7M	Sell	44,597 -435	-1%	-$16.3K	0.11%	219
2025 Q2	$1.66M	Sell	45,032 -106	-0.2%	-$3.63K	0.11%	205
2025 Q1	$1.51M	Sell	45,138 -210	-0.5%	-$7.27K	0.12%	202
2024 Q4	$1.56M	Sell	45,348 -5	-0%	-$172	0.11%	204
2024 Q3	$1.54M	Buy	+45,353	New	+$1.5M	0.11%	203

Other funds holding UJUL

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

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 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 $8.07B AUM 24.97% 1-Year Est. Return

IWM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Nations Financial Group's UJUL Position: Q1 2026 in Review

Nations Financial Group increased its Innovator US Equity Ultra Buffer ETF July (UJUL) stake by 0.51% in Q1 2026, buying an estimated $9.05K and bringing the position to 45,734 shares worth $1.75M. The position accounts for 0.09% of the portfolio, ranked #239.

Nations Financial Group first reported a position in UJUL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.76M in Q4 2025. 73 funds tracked by Wall St. Rank hold UJUL as of Q1 2026.

Nations Financial Group held 45,734 shares of Innovator US Equity Ultra Buffer ETF July worth $1.75M as of Q1 2026.
Nations Financial Group bought 233 Innovator US Equity Ultra Buffer ETF July shares in Q1 2026, an estimated $9.05K.
Innovator US Equity Ultra Buffer ETF July made up 0.09% of Nations Financial Group's portfolio in Q1 2026, its #239 holding.
Nations Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF July in Q3 2024 and has held it in 7 quarters since.
Nations Financial Group's Innovator US Equity Ultra Buffer ETF July position peaked at $1.76M in Q4 2025.
73 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.