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

Triad Wealth Partners’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	$1.6M	Buy	38,984 +15,420	+65%	+$618K	0.09%	147
2026 Q1	$902K	Buy	23,564 +7,647	+48%	+$297K	0.07%	186
2025 Q4	$617K	Buy	15,917 +1,876	+13%	+$72K	0.06%	222
2025 Q3	$535K	Buy	14,041 +7,722	+122%	+$289K	0.07%	194
2025 Q2	$232K	Buy	+6,319	New	+$216K	0.05%	255
2024 Q3	–	Sell	-171	Closed	-$5.56K	–	858
2024 Q2	$5.56K	Buy	+171	New	+$5.49K	﹤0.01%	545

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

Triad Wealth Partners's UJUL Position: Q2 2026 in Review

Triad Wealth Partners increased its Innovator US Equity Ultra Buffer ETF July (UJUL) stake by 65% in Q2 2026, buying an estimated $618K and bringing the position to 38,984 shares worth $1.6M. The position accounts for 0.09% of the portfolio, ranked #147.

Triad Wealth Partners first reported a position in UJUL in Q2 2024 and has held it in 6 quarters since. 75 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

Triad Wealth Partners held 38,984 shares of Innovator US Equity Ultra Buffer ETF July worth $1.6M as of Q2 2026.
Triad Wealth Partners bought 15,420 Innovator US Equity Ultra Buffer ETF July shares in Q2 2026, an estimated $618K.
Innovator US Equity Ultra Buffer ETF July made up 0.09% of Triad Wealth Partners's portfolio in Q2 2026, its #147 holding.
Triad Wealth Partners first reported a position in Innovator US Equity Ultra Buffer ETF July in Q2 2024 and has held it in 6 quarters since.
75 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.