Wood Tarver Financial Group’s Innovator US Equity Ultra Buffer ETF July UJUL Stock Holding History

Wood Tarver Financial 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
2026 Q2	–	Sell	-10,985	Closed	-$420K	–	168
2026 Q1	$420K	Hold	10,985	–	–	0.12%	99
2025 Q4	$425K	Hold	10,985	–	–	0.12%	101
2025 Q3	$418K	Buy	10,985 +5,939	+118%	+$222K	0.12%	102
2025 Q2	$185K	Hold	5,046	–	–	0.06%	148
2025 Q1	$169K	Sell	5,046 -24,454	-83%	-$846K	0.06%	144
2024 Q4	$1.02M	Buy	+29,500	New	+$1.02M	0.34%	44

Other funds holding UJUL

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 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

Wood Tarver Financial Group's UJUL Position: Q2 2026 in Review

Wood Tarver Financial Group sold out of Innovator US Equity Ultra Buffer ETF July (UJUL) in Q2 2026, closing a stake of 10,985 shares — an estimated $420K sold.

Wood Tarver Financial Group first reported a position in UJUL in Q4 2024 and held it in 6 quarters. The position peaked at $1.02M in Q4 2024. 77 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

Wood Tarver Financial Group reported no remaining Innovator US Equity Ultra Buffer ETF July position as of Q2 2026 after selling out during the quarter.
Wood Tarver Financial Group sold 10,985 Innovator US Equity Ultra Buffer ETF July shares in Q2 2026, an estimated $420K.
Wood Tarver Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF July in Q4 2024 and held it in 6 quarters.
Wood Tarver Financial Group's Innovator US Equity Ultra Buffer ETF July position peaked at $1.02M in Q4 2024.
77 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.