Wealth Enhancement Advisory Services
UJUL icon

Wealth Enhancement Advisory Services’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.71M Buy
41,684
+11,671
+39% +$468K ﹤0.01% 1687
2026
Q1 		$1.16M Sell
30,013
-105,666
-78% -$4.1M ﹤0.01% 1706
2025
Q4 		$5.29M Sell
135,679
-85
-0.1% -$3.26K 0.01% 983
2025
Q3 		$5.18M Sell
135,764
-1,890
-1% -$70.7K 0.01% 929
2025
Q2 		$5.08M Buy
137,654
+4,704
+4% +$161K 0.01% 889
2025
Q1 		$4.46M Sell
132,950
-5,745
-4% -$199K 0.01% 876
2024
Q4 		$4.78M Buy
138,695
+5,745
+4% +$198K 0.01% 815
2024
Q3 		$4.51M Buy
132,950
+11,496
+9% +$380K 0.01% 762
2024
Q2 		$3.95M Sell
121,454
-95
-0.1% -$3.05K 0.01% 755
2024
Q1 		$3.87M Sell
121,549
-4,085
-3% -$127K 0.01% 733
2023
Q4 		$3.81M Sell
125,634
-42
-0% -$1.22K 0.01% 682
2023
Q3 		$3.55M Buy
+125,676
New +$3.63M 0.01% 671

Other funds holding UJUL

Osaic Holdings
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
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

Wealth Enhancement Advisory Services's UJUL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Innovator US Equity Ultra Buffer ETF July (UJUL) stake by 39% in Q2 2026, buying an estimated $468K and bringing the position to 41,684 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

Wealth Enhancement Advisory Services first reported a position in UJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.29M in Q4 2025. 75 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 41,684 shares of Innovator US Equity Ultra Buffer ETF July worth $1.71M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 11,671 Innovator US Equity Ultra Buffer ETF July shares in Q2 2026, an estimated $468K.
  • Innovator US Equity Ultra Buffer ETF July made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1687 holding.
  • Wealth Enhancement Advisory Services first reported a position in Innovator US Equity Ultra Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Innovator US Equity Ultra Buffer ETF July position peaked at $5.29M in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.