WealthShield Partners’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

WealthShield Partners’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 Q1	$16.6K	Hold	434	–	–	﹤0.01%	509
2025 Q4	$16.8K	Hold	434	–	–	﹤0.01%	491
2025 Q3	$16.5K	Buy	+434	New	+$16.2K	﹤0.01%	489
2025 Q1	–	Sell	-2,773	Closed	-$95.7K	–	554
2024 Q4	$95.7K	Sell	2,773 -707	-20%	-$24.3K	0.01%	345
2024 Q3	$118K	Hold	3,480	–	–	0.02%	333
2024 Q2	$113K	Sell	3,480 -6,846	-66%	-$220K	0.02%	316
2024 Q1	$329K	Sell	10,326 -5,452	-35%	-$169K	0.05%	227
2023 Q4	$478K	Sell	15,778 -1,850	-10%	-$53.6K	0.08%	203
2023 Q3	$498K	Buy	+17,628	New	+$509K	0.08%	209

Other funds holding UJUL

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

IWM

IMG Wealth Management Jacksonville, Florida $157M AUM 17.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthShield Partners's UJUL Position: Q1 2026 in Review

WealthShield Partners held its Innovator US Equity Ultra Buffer ETF July (UJUL) position steady in Q1 2026 at 434 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

WealthShield Partners first reported a position in UJUL in Q3 2023 and has held it in 9 quarters since. The position peaked at $498K in Q3 2023. 73 funds tracked by Wall St. Rank hold UJUL as of Q1 2026.

WealthShield Partners held 434 shares of Innovator US Equity Ultra Buffer ETF July worth $16.6K as of Q1 2026.
WealthShield Partners left its Innovator US Equity Ultra Buffer ETF July share count unchanged in Q1 2026.
Innovator US Equity Ultra Buffer ETF July made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #509 holding.
WealthShield Partners first reported a position in Innovator US Equity Ultra Buffer ETF July in Q3 2023 and has held it in 9 quarters since.
WealthShield Partners's Innovator US Equity Ultra Buffer ETF July position peaked at $498K in Q3 2023.
73 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.