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

Prosperity Capital Advisors’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	$7.5M	Buy	183,958 +8,606	+5%	+$345K	0.37%	49
2026 Q1	$6.72M	Buy	175,352 +10,115	+6%	+$393K	0.38%	49
2025 Q4	$6.4M	Sell	165,237 -104,942	-39%	-$4.03M	0.38%	48
2025 Q3	$10.3M	Buy	270,179 +11,760	+5%	+$440K	0.6%	35
2025 Q2	$9.51M	Buy	258,419 +14,571	+6%	+$499K	0.62%	35
2025 Q1	$8.19M	Buy	243,848 +14,441	+6%	+$500K	0.65%	32
2024 Q4	$7.91M	Buy	229,407 +12,961	+6%	+$446K	0.64%	32
2024 Q3	$7.34M	Buy	216,446 +6,102	+3%	+$202K	0.62%	30
2024 Q2	$6.84M	Buy	210,344 +45,536	+28%	+$1.46M	0.76%	24
2024 Q1	$5.25M	Sell	164,808 -9,299	-5%	-$289K	0.62%	28
2023 Q4	$5.28M	Buy	174,107 +12,223	+8%	+$354K	0.57%	25
2023 Q3	$4.57M	Buy	161,884 +7,185	+5%	+$207K	0.6%	26
2023 Q2	$4.46M	Sell	154,699 -14,760	-9%	-$409K	0.62%	24
2023 Q1	$4.58M	Buy	169,459 +57,319	+51%	+$1.52M	0.71%	27
2022 Q4	$2.89M	Buy	+112,140	New	+$2.88M	0.89%	17

Other funds holding UJUL

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Prosperity Capital Advisors's UJUL Position: Q2 2026 in Review

Prosperity Capital Advisors increased its Innovator US Equity Ultra Buffer ETF July (UJUL) stake by 4.9% in Q2 2026, buying an estimated $345K and bringing the position to 183,958 shares worth $7.5M. The position accounts for 0.37% of the portfolio, ranked #49.

Prosperity Capital Advisors first reported a position in UJUL in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.3M in Q3 2025. 15 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

Prosperity Capital Advisors held 183,958 shares of Innovator US Equity Ultra Buffer ETF July worth $7.5M as of Q2 2026.
Prosperity Capital Advisors bought 8,606 Innovator US Equity Ultra Buffer ETF July shares in Q2 2026, an estimated $345K.
Innovator US Equity Ultra Buffer ETF July made up 0.37% of Prosperity Capital Advisors's portfolio in Q2 2026, its #49 holding.
Prosperity Capital Advisors first reported a position in Innovator US Equity Ultra Buffer ETF July in Q4 2022 and has held it in 15 quarters since.
Prosperity Capital Advisors's Innovator US Equity Ultra Buffer ETF July position peaked at $10.3M in Q3 2025.
15 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.