4WM
UJUN icon

4J Wealth Management’s Innovator US Equity Ultra Buffer ETF June UJUN Stock Holding History

4J Wealth Management’s Portfolio UJUN Stock Details UJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-18,587
Closed -$512K – 88
2023
Q1 		$512K Buy
18,587
+3,850
+26% +$105K 0.55% 43
2022
Q4 		$395K Hold
14,737
– – 0.46% 51
2022
Q3 		$384K Buy
+14,737
New +$401K 0.49% 47

Other funds holding UJUN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

4J Wealth Management's UJUN Position: Q2 2023 in Review

4J Wealth Management sold out of Innovator US Equity Ultra Buffer ETF June (UJUN) in Q2 2023, closing a stake of 18,587 shares — an estimated $512K sold.

4J Wealth Management first reported a position in UJUN in Q3 2022 and held it in 3 quarters. The position peaked at $512K in Q1 2023. 40 funds tracked by Wall St. Rank hold UJUN as of Q2 2023.

  • 4J Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF June position as of Q2 2023 after selling out during the quarter.
  • 4J Wealth Management sold 18,587 Innovator US Equity Ultra Buffer ETF June shares in Q2 2023, an estimated $512K.
  • 4J Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF June in Q3 2022 and held it in 3 quarters.
  • 4J Wealth Management's Innovator US Equity Ultra Buffer ETF June position peaked at $512K in Q1 2023.
  • 40 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF June as of Q2 2023.

Based on 4J Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.