SWM
UJUL icon

SeaCrest Wealth Management’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

SeaCrest Wealth Management’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 		– Sell
-26,131
Closed -$1M – 654
2026
Q1 		$1M Sell
26,131
-4,031
-13% -$157K 0.11% 187
2025
Q4 		$1.17M Sell
30,162
-1,900
-6% -$72.9K 0.12% 161
2025
Q3 		$1.22M Buy
+32,062
New +$1.2M 0.13% 152

Other funds holding UJUL

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SW
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
I
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SeaCrest Wealth Management's UJUL Position: Q2 2026 in Review

SeaCrest Wealth Management sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q2 2026, closing a stake of 26,131 shares — an estimated $1M sold.

SeaCrest Wealth Management first reported a position in UJUL in Q3 2025 and held it in 3 quarters. The position peaked at $1.22M in Q3 2025. 14 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

  • SeaCrest Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q2 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 26,131 Innovator US Equity Ultra Buffer ETF July shares in Q2 2026, an estimated $1M.
  • SeaCrest Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF July in Q3 2025 and held it in 3 quarters.
  • SeaCrest Wealth Management's Innovator US Equity Ultra Buffer ETF July position peaked at $1.22M in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.