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

Spire 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 		$819K Sell
20,088
-2,701
-12% -$108K 0.02% 433
2026
Q1 		$873K Sell
22,789
-10,891
-32% -$423K 0.03% 406
2025
Q4 		$1.31M Sell
33,680
-1,908
-5% -$73.2K 0.04% 337
2025
Q3 		$1.36M Buy
35,588
+28,117
+376% +$1.05M 0.05% 324
2025
Q2 		$275K Sell
7,471
-7,807
-51% -$267K 0.01% 682
2025
Q1 		$512K Sell
15,278
-14,619
-49% -$506K 0.02% 554
2024
Q4 		$1.03M Sell
29,897
-1,783
-6% -$61.4K 0.03% 388
2024
Q3 		$1.07M Buy
31,680
+15,980
+102% +$528K 0.04% 364
2024
Q2 		$511K Hold
15,700
– – 0.02% 482
2024
Q1 		$500K Hold
15,700
– – 0.01% 511
2023
Q4 		$481K Hold
15,700
– – 0.02% 526
2023
Q3 		$443K Buy
15,700
+2,600
+20% +$75K 0.02% 500
2023
Q2 		$377K Hold
13,100
– – 0.01% 559
2023
Q1 		$354K Sell
13,100
-2
-0% -$53 0.01% 577
2022
Q4 		$337K Buy
+13,102
New +$336K 0.02% 436

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
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
AIS
Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM

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

Spire Wealth Management reduced its Innovator US Equity Ultra Buffer ETF July (UJUL) stake by 12% in Q2 2026, selling an estimated $108K and leaving 20,088 shares worth $819K. The position accounts for 0.02% of the portfolio, ranked #433.

Spire Wealth Management first reported a position in UJUL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.36M in Q3 2025. 14 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

  • Spire Wealth Management held 20,088 shares of Innovator US Equity Ultra Buffer ETF July worth $819K as of Q2 2026.
  • Spire Wealth Management sold 2,701 Innovator US Equity Ultra Buffer ETF July shares in Q2 2026, an estimated $108K.
  • Innovator US Equity Ultra Buffer ETF July made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #433 holding.
  • Spire Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF July in Q4 2022 and has held it in 15 quarters since.
  • Spire Wealth Management's Innovator US Equity Ultra Buffer ETF July position peaked at $1.36M in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.