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
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% 7600
2019
Q1 		– Sell
-9,232
Closed -$219K – 8184
2018
Q4 		$219K Buy
+9,232
New +$228K ﹤0.01% 4893

Other funds holding UJUL

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IWM
IMG Wealth Management Jacksonville, Florida $157M AUM 17.95% 1-Year Est. Return

UBS Group's UJUL Position: Q3 2025 in Review

UBS Group sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q3 2025, closing a stake of 344 shares — an estimated $12.7K sold.

UBS Group first reported a position in UJUL in Q4 2018 and held it in 18 quarters. The position peaked at $586K in Q1 2024. 80 funds tracked by Wall St. Rank hold UJUL as of Q3 2025.

  • UBS Group reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 344 Innovator US Equity Ultra Buffer ETF July shares in Q3 2025, an estimated $12.7K.
  • UBS Group first reported a position in Innovator US Equity Ultra Buffer ETF July in Q4 2018 and held it in 18 quarters.
  • UBS Group's Innovator US Equity Ultra Buffer ETF July position peaked at $586K in Q1 2024.
  • 80 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.