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Orion Portfolio Solutions’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$602K Buy
+17,955
New +$621K 0.01% 1327

Other funds holding UJUL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
SF
Seros Financial Tempe, Arizona $157M AUM 16.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IWM
IMG Wealth Management Jacksonville, Florida $157M AUM 17.95% 1-Year Est. Return

Orion Portfolio Solutions's UJUL Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Innovator US Equity Ultra Buffer ETF July (UJUL) in Q1 2025: 17,955 shares worth $602K. The stake represents 0.01% of the portfolio and ranks #1327 among its holdings.

68 funds tracked by Wall St. Rank hold UJUL as of Q1 2025.

  • Orion Portfolio Solutions held 17,955 shares of Innovator US Equity Ultra Buffer ETF July worth $602K as of Q1 2025.
  • Innovator US Equity Ultra Buffer ETF July was a new Orion Portfolio Solutions position in Q1 2025.
  • Innovator US Equity Ultra Buffer ETF July made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1327 holding.
  • 68 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.