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

WPWealth’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	$792K	Sell	19,434 -3,428	-15%	-$137K	0.12%	50
2026 Q1	$876K	Sell	22,862 -3,174	-12%	-$123K	0.13%	46
2025 Q4	$1.01M	Sell	26,036 -13,650	-34%	-$524K	0.16%	44
2025 Q3	$1.51M	Sell	39,686 -271	-0.7%	-$10.1K	0.25%	29
2025 Q2	$1.47M	Sell	39,957 -1,487	-4%	-$50.9K	0.27%	29
2025 Q1	$1.39M	Hold	41,444	–	–	0.27%	28
2024 Q4	$1.43M	Sell	41,444 -3,650	-8%	-$126K	0.29%	25
2024 Q3	$1.53M	Buy	45,094 +35,884	+390%	+$1.19M	0.32%	22
2024 Q2	$300K	Buy	+9,210	New	+$295K	0.07%	57

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

WPWealth's UJUL Position: Q2 2026 in Review

WPWealth reduced its Innovator US Equity Ultra Buffer ETF July (UJUL) stake by 15% in Q2 2026, selling an estimated $137K and leaving 19,434 shares worth $792K. The position accounts for 0.12% of the portfolio, ranked #50.

WPWealth first reported a position in UJUL in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.53M in Q3 2024. 75 funds tracked by Wall St. Rank hold UJUL as of Q2 2026.

WPWealth held 19,434 shares of Innovator US Equity Ultra Buffer ETF July worth $792K as of Q2 2026.
WPWealth sold 3,428 Innovator US Equity Ultra Buffer ETF July shares in Q2 2026, an estimated $137K.
Innovator US Equity Ultra Buffer ETF July made up 0.12% of WPWealth's portfolio in Q2 2026, its #50 holding.
WPWealth first reported a position in Innovator US Equity Ultra Buffer ETF July in Q2 2024 and has held it in 9 quarters since.
WPWealth's Innovator US Equity Ultra Buffer ETF July position peaked at $1.53M in Q3 2024.
75 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF July as of Q2 2026.

Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.