UBS Group
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UBS Group’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

UBS Group’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
Q3 		$40.8K Buy
+987
New +$40.6K ﹤0.01% 7801
2025
Q3 		– Sell
-344
Closed -$12.7K – 10954
2025
Q2 		$12.7K Sell
344
-120
-26% -$4.11K ﹤0.01% 8731
2025
Q1 		$15.6K Buy
464
+14
+3% +$484 ﹤0.01% 8381
2024
Q4 		$15.5K Buy
+450
New +$15.5K ﹤0.01% 8042
2024
Q3 		– Sell
-2,746
Closed -$89.4K – 10083
2024
Q2 		$89.4K Sell
2,746
-15,629
-85% -$501K ﹤0.01% 6259
2024
Q1 		$586K Buy
18,375
+15,122
+465% +$470K ﹤0.01% 5073
2023
Q4 		$98.6K Buy
3,253
+2,079
+177% +$60.3K ﹤0.01% 6173
2023
Q3 		$33.1K Buy
1,174
+863
+277% +$24.9K ﹤0.01% 6540
2023
Q2 		$8.96K Sell
311
-289
-48% -$8.01K ﹤0.01% 7204
2023
Q1 		$16.2K Sell
600
-3,025
-83% -$80K ﹤0.01% 7244
2022
Q4 		$93.4K Buy
3,625
+1,371
+61% +$35.2K ﹤0.01% 6176
2022
Q3 		$56K Buy
2,254
+1,327
+143% +$34.3K ﹤0.01% 6244
2022
Q2 		$23K Sell
927
-491
-35% -$12.9K ﹤0.01% 6713
2022
Q1 		$39K Buy
+1,418
New +$38.6K ﹤0.01% 6742
2021
Q1 		– Sell
-1,006
Closed -$27K – 9485
2020
Q4 		$27K Buy
1,006
+256
+34% +$6.68K ﹤0.01% 6727
2020
Q3 		$19K Buy
+750
New +$19.3K ﹤0.01% 6358
2020
Q2 		– Sell
-3,467
Closed -$80K – 8376
2020
Q1 		$80K Buy
3,467
+3,266
+1,625% +$80.6K ﹤0.01% 5472
2019
Q4 		$5K Buy
+201
New +$5.17K ﹤0.01% 7597
2019
Q1 		– Sell
-9,232
Closed -$219K – 8184
2018
Q4 		$219K Buy
+9,232
New +$228K ﹤0.01% 4893

Other funds holding UJUL

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Greater Midwest Financial Group
Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return
FA
FAI Advisors Farmington Hills, Michigan $257M AUM 20.66% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Campbell Deegan Wealth Management
Campbell Deegan Wealth Management Richmond, Virginia $146M AUM 12.19% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

UBS Group's UJUL Position: Q3 2026 in Review

UBS Group opened a new position in Innovator US Equity Ultra Buffer ETF July (UJUL) in Q3 2026: 987 shares worth $40.8K. The stake represents ﹤0.01% of the portfolio and ranks #7801 among its holdings. This is a return to the name: UBS Group previously reported a position in UJUL as recently as Q2 2025.

UBS Group first reported a position in UJUL in Q4 2018 and has held it in 19 quarters since. The position peaked at $586K in Q1 2024. 90 funds tracked by Wall St. Rank hold UJUL as of Q3 2026.

  • UBS Group held 987 shares of Innovator US Equity Ultra Buffer ETF July worth $40.8K as of Q3 2026.
  • Innovator US Equity Ultra Buffer ETF July was a new UBS Group position in Q3 2026.
  • Innovator US Equity Ultra Buffer ETF July made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #7801 holding.
  • UBS Group first reported a position in Innovator US Equity Ultra Buffer ETF July in Q4 2018 and has held it in 19 quarters since.
  • UBS Group's Innovator US Equity Ultra Buffer ETF July position peaked at $586K in Q1 2024.
  • 90 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.