SageView Advisory Group’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

SageView Advisory 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 Q2	$225K	Buy	+5,524	New	+$222K	0.01%	578
2024 Q3	–	Sell	-10,739	Closed	-$349K	–	573
2024 Q2	$349K	Buy	+10,739	New	+$345K	0.02%	401
2024 Q1	–	Sell	-1,278,908	Closed	-$41.4K	–	806
2023 Q4	$41.4K	Buy	1,278,908 +1,239,984	+3,186%	+$36M	﹤0.01%	636
2023 Q3	$1.1M	Buy	38,924 +22,323	+134%	+$644K	0.06%	197
2023 Q2	$478K	Buy	+16,601	New	+$460K	0.03%	358

Other funds holding UJUL

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 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

SageView Advisory Group's UJUL Position: Q2 2026 in Review

SageView Advisory Group opened a new position in Innovator US Equity Ultra Buffer ETF July (UJUL) in Q2 2026: 5,524 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #578 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in UJUL as recently as Q2 2024.

SageView Advisory Group first reported a position in UJUL in Q2 2023 and has held it in 5 quarters since. The position peaked at $1.1M in Q3 2023. 77 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

SageView Advisory Group held 5,524 shares of Innovator US Equity Ultra Buffer ETF July worth $225K as of Q2 2026.
Innovator US Equity Ultra Buffer ETF July was a new SageView Advisory Group position in Q2 2026.
Innovator US Equity Ultra Buffer ETF July made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #578 holding.
SageView Advisory Group first reported a position in Innovator US Equity Ultra Buffer ETF July in Q2 2023 and has held it in 5 quarters since.
SageView Advisory Group's Innovator US Equity Ultra Buffer ETF July position peaked at $1.1M in Q3 2023.
77 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.