Wealth Enhancement Advisory Services

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

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Altium Investment Strategies Wesley Chapel, Florida $69.4M AUM

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return