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

SteelPeak Wealth’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	$840K	Buy	+20,604	New	+$826K	0.02%	340

Other funds holding UJUL

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

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

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

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return