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

AE 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
2026
Q2 		$258K Buy
6,685
+4,021
+151% +$154K ﹤0.01% 1566
2026
Q1 		$99.2K Sell
2,664
-6
-0.2% -$225 ﹤0.01% 1798
2025
Q4 		$99.9K Sell
2,670
-96
-3% -$3.55K ﹤0.01% 1704
2025
Q3 		$101K Sell
2,766
-27
-1% -$976 ﹤0.01% 1570
2025
Q2 		$99.5K Hold
2,793
– – ﹤0.01% 1484
2025
Q1 		$92.6K Sell
2,793
-634
-19% -$21.5K ﹤0.01% 1461
2024
Q4 		$116K Sell
3,427
-3,466
-50% -$117K ﹤0.01% 1399
2024
Q3 		$229K Buy
6,893
+105
+2% +$3.4K ﹤0.01% 1127
2024
Q2 		$217K Buy
+6,788
New +$213K ﹤0.01% 1136
2023
Q4 		– Sell
-19,288
Closed -$546K – 2188
2023
Q3 		$546K Sell
19,288
-69
-0.4% -$1.98K ﹤0.01% 1334
2023
Q2 		$553K Buy
+19,357
New +$538K ﹤0.01% 1335

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 $1.96B AUM 20.58% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

AE Wealth Management's UJUN Position: Q2 2026 in Review

AE Wealth Management increased its Innovator US Equity Ultra Buffer ETF June (UJUN) stake by 151% in Q2 2026, buying an estimated $154K and bringing the position to 6,685 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

AE Wealth Management first reported a position in UJUN in Q2 2023 and has held it in 11 quarters since. The position peaked at $553K in Q2 2023. 69 funds tracked by Wall St. Rank hold UJUN as of Q2 2026.

  • AE Wealth Management held 6,685 shares of Innovator US Equity Ultra Buffer ETF June worth $258K as of Q2 2026.
  • AE Wealth Management bought 4,021 Innovator US Equity Ultra Buffer ETF June shares in Q2 2026, an estimated $154K.
  • Innovator US Equity Ultra Buffer ETF June made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1566 holding.
  • AE Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF June in Q2 2023 and has held it in 11 quarters since.
  • AE Wealth Management's Innovator US Equity Ultra Buffer ETF June position peaked at $553K in Q2 2023.
  • 69 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF June as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.