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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IMG Wealth Management Jacksonville, Florida $180M AUM 21.06% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

SteelPeak Wealth's UJUL Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in Innovator US Equity Ultra Buffer ETF July (UJUL) in Q2 2026: 20,604 shares worth $840K. The stake represents 0.02% of the portfolio and ranks #340 among its holdings.

75 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

SteelPeak Wealth held 20,604 shares of Innovator US Equity Ultra Buffer ETF July worth $840K as of Q2 2026.
Innovator US Equity Ultra Buffer ETF July was a new SteelPeak Wealth position in Q2 2026.
Innovator US Equity Ultra Buffer ETF July made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #340 holding.
75 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.