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

Accurate 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
2025
Q3 		– Sell
-6,336
Closed -$226K – 517
2025
Q2 		$226K Buy
+6,336
New +$214K 0.03% 408
2024
Q4 		– Sell
-6,398
Closed -$214K – 405
2024
Q3 		$214K Buy
+6,398
New +$207K 0.04% 352

Other funds holding UJUN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return

Accurate Wealth Management's UJUN Position: Q3 2025 in Review

Accurate Wealth Management sold out of Innovator US Equity Ultra Buffer ETF June (UJUN) in Q3 2025, closing a stake of 6,336 shares — an estimated $226K sold.

Accurate Wealth Management first reported a position in UJUN in Q3 2024 and held it in 2 quarters. The position peaked at $226K in Q2 2025. 56 funds tracked by Wall St. Rank hold UJUN as of Q3 2025.

  • Accurate Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF June position as of Q3 2025 after selling out during the quarter.
  • Accurate Wealth Management sold 6,336 Innovator US Equity Ultra Buffer ETF June shares in Q3 2025, an estimated $226K.
  • Accurate Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF June in Q3 2024 and held it in 2 quarters.
  • Accurate Wealth Management's Innovator US Equity Ultra Buffer ETF June position peaked at $226K in Q2 2025.
  • 56 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF June as of Q3 2025.

Based on Accurate Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.