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

NewCorp Financial 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 		$203K Buy
+4,973
New +$199K 0.16% 54
2026
Q1 		– Sell
-7,303
Closed -$283K – 54
2025
Q4 		$283K Buy
+7,303
New +$280K 0.25% 40

Other funds holding UJUL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BCI
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

NewCorp Financial Services's UJUL Position: Q2 2026 in Review

NewCorp Financial Services opened a new position in Innovator US Equity Ultra Buffer ETF July (UJUL) in Q2 2026: 4,973 shares worth $203K. The stake represents 0.16% of the portfolio and ranks #54 among its holdings. This is a return to the name: NewCorp Financial Services previously reported a position in UJUL as recently as Q4 2025.

NewCorp Financial Services first reported a position in UJUL in Q4 2025 and has held it in 2 quarters since. The position peaked at $283K in Q4 2025. 75 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

  • NewCorp Financial Services held 4,973 shares of Innovator US Equity Ultra Buffer ETF July worth $203K as of Q2 2026.
  • Innovator US Equity Ultra Buffer ETF July was a new NewCorp Financial Services position in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF July made up 0.16% of NewCorp Financial Services's portfolio in Q2 2026, its #54 holding.
  • NewCorp Financial Services first reported a position in Innovator US Equity Ultra Buffer ETF July in Q4 2025 and has held it in 2 quarters since.
  • NewCorp Financial Services's Innovator US Equity Ultra Buffer ETF July position peaked at $283K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on NewCorp Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.