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Arkadios Wealth Advisors’s Innovator US Equity Ultra Buffer ETF June UJUN Stock Holding History

Arkadios Wealth Advisors’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
Q4 		– Sell
-11,289
Closed -$414K – 1653
2025
Q3 		$414K Buy
+11,289
New +$408K 0.01% 1019

Other funds holding UJUN

BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Arkadios Wealth Advisors's UJUN Position: Q4 2025 in Review

Arkadios Wealth Advisors sold out of Innovator US Equity Ultra Buffer ETF June (UJUN) in Q4 2025, closing a stake of 11,289 shares — an estimated $414K sold.

Arkadios Wealth Advisors first reported a position in UJUN in Q3 2025 and held it in 1 quarter. The position peaked at $414K in Q3 2025. 53 funds tracked by Wall St. Rank hold UJUN as of Q4 2025.

  • Arkadios Wealth Advisors reported no remaining Innovator US Equity Ultra Buffer ETF June position as of Q4 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 11,289 Innovator US Equity Ultra Buffer ETF June shares in Q4 2025, an estimated $414K.
  • Arkadios Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF June in Q3 2025 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Innovator US Equity Ultra Buffer ETF June position peaked at $414K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF June as of Q4 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.