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Optima Capital’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Optima Capital’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 		– Sell
-839
Closed -$32.5K – 1223
2025
Q4 		$32.5K Buy
+839
New +$32.2K 0.01% 363

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 $2.03B AUM 23.67% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Optima Capital's UJUL Position: Q1 2026 in Review

Optima Capital sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q1 2026, closing a stake of 839 shares — an estimated $32.5K sold.

Optima Capital first reported a position in UJUL in Q4 2025 and held it in 1 quarter. The position peaked at $32.5K in Q4 2025. 73 funds tracked by Wall St. Rank hold UJUL as of Q1 2026.

  • Optima Capital reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 839 Innovator US Equity Ultra Buffer ETF July shares in Q1 2026, an estimated $32.5K.
  • Optima Capital first reported a position in Innovator US Equity Ultra Buffer ETF July in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Innovator US Equity Ultra Buffer ETF July position peaked at $32.5K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.