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 Q3	$3.05M	Buy	73,104 +31,420	+75%	+$1.29M	﹤0.01%	1393
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

GMFG

Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

KWA

Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return

JRPIM

Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's UJUL Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Innovator US Equity Ultra Buffer ETF July (UJUL) stake by 75% in Q3 2026, buying an estimated $1.29M and bringing the position to 73,104 shares worth $3.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Wealth Enhancement Advisory Services first reported a position in UJUL in Q3 2023 and has held it in 13 quarters since. The position peaked at $5.29M in Q4 2025. 9 funds tracked by Wall St. Rank hold UJUL as of Q3 2026.

Wealth Enhancement Advisory Services held 73,104 shares of Innovator US Equity Ultra Buffer ETF July worth $3.05M as of Q3 2026.
Wealth Enhancement Advisory Services bought 31,420 Innovator US Equity Ultra Buffer ETF July shares in Q3 2026, an estimated $1.29M.
Innovator US Equity Ultra Buffer ETF July made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1393 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 13 quarters since.
Wealth Enhancement Advisory Services's Innovator US Equity Ultra Buffer ETF July position peaked at $5.29M in Q4 2025.
9 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.