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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
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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $773M AUM 12.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
IWM
IMG Wealth Management Jacksonville, Florida $157M AUM 17.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return