Souders Financial Advisors’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Souders Financial 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	$476K	Hold	11,680	–	–	0.05%	151
2026 Q1	$447K	Sell	11,680 -515	-4%	-$20K	0.05%	152
2025 Q4	$473K	Hold	12,195	–	–	0.05%	139
2025 Q3	$465K	Sell	12,195 -1,973	-14%	-$73.8K	0.06%	136
2025 Q2	$521K	Buy	+14,168	New	+$485K	0.07%	131
2024 Q4	–	Sell	-8,809	Closed	-$299K	–	184
2024 Q3	$299K	Hold	8,809	–	–	0.04%	145
2024 Q2	$287K	Buy	+8,809	New	+$283K	0.04%	145

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

Souders Financial Advisors's UJUL Position: Q2 2026 in Review

Souders Financial Advisors held its Innovator US Equity Ultra Buffer ETF July (UJUL) position steady in Q2 2026 at 11,680 shares worth $476K. The position accounts for 0.05% of the portfolio, ranked #151.

Souders Financial Advisors first reported a position in UJUL in Q2 2024 and has held it in 7 quarters since. The position peaked at $521K in Q2 2025. 77 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

Souders Financial Advisors held 11,680 shares of Innovator US Equity Ultra Buffer ETF July worth $476K as of Q2 2026.
Souders Financial Advisors left its Innovator US Equity Ultra Buffer ETF July share count unchanged in Q2 2026.
Innovator US Equity Ultra Buffer ETF July made up 0.05% of Souders Financial Advisors's portfolio in Q2 2026, its #151 holding.
Souders Financial Advisors first reported a position in Innovator US Equity Ultra Buffer ETF July in Q2 2024 and has held it in 7 quarters since.
Souders Financial Advisors's Innovator US Equity Ultra Buffer ETF July position peaked at $521K in Q2 2025.
77 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.