UJUL β€” INNOVATOR ETFS TRUST

Ownership history in WPWealth LLP  Β·  6 quarters on record

AI Ownership Summary

WPWealth LLP reported INNOVATOR ETFS TRUST (UJUL) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.32% in 2024 Q3. The latest visible filing shows UJUL at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UJUL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WPWealth LLP's position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UJUL was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WPWealth LLP held UJUL β€” position size vs. price
% of Fund (quarterly)    UJUL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 26,036 -13,650 -34.4% 0.16% $1.0M 2026-02-14 (Est.) $38.92
2025 Q3 REDUCED 39,686 -271 -0.7% 0.25% $1.5M 2025-11-12 $38.40
2025 Q2 REDUCED 39,957 -1,487 -3.6% 0.27% $1.5M 2025-08-11 $37.29
2024 Q4 REDUCED 41,444 -3,650 -8.1% 0.29% $1.4M 2025-02-13 $35.32
2024 Q3 ADDED 45,094 +35,884 +389.6% 0.32% $1.5M 2024-11-13 $34.64
2024 Q2 INITIATED 9,210 β€” β€” 0.07% $300K 2024-08-08 $32.33

FAQ About WPWealth LLP and UJUL

These are the practical questions this page is built to answer before you even open the full history table.

How long has WPWealth LLP reported owning UJUL?

WPWealth LLP reported UJUL across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported UJUL position in WPWealth LLP's portfolio?

The largest reported portfolio weight for UJUL was 0.32% in 2024 Q3.

What is the latest reported UJUL position on this page?

The most recent filing on this page is 2025 Q4, when WPWealth LLP reported 26,036 shares, equal to 0.16% of portfolio, with an estimated market value of $1.0M.

What does the chart on this UJUL ownership page compare?

The chart compares WPWealth LLP's quarterly UJUL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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