Steward Partners Investment Advisory’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Steward Partners Investment Advisory’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
2025 Q2	$490K	Sell
2025 Q1	$457K	Hold
2024 Q4	$471K	Sell
2024 Q3	$490K	Buy
2024 Q2	$433K	Buy
2024 Q1	$365K	Hold
2023 Q4	$347K	Hold
2023 Q3	$324K	Hold
2023 Q2	$330K	Buy