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
2026 Q2	$605K	Buy	+15,710	New	+$602K	0.01%	1038
2025 Q4	–	Sell	-11,289	Closed	-$414K	–	1653
2025 Q3	$414K	Buy	+11,289	New	+$408K	0.01%	1019

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

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Arkadios Wealth Advisors's UJUN Position: Q2 2026 in Review

Arkadios Wealth Advisors opened a new position in Innovator US Equity Ultra Buffer ETF June (UJUN) in Q2 2026: 15,710 shares worth $605K. The stake represents 0.01% of the portfolio and ranks #1038 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in UJUN as recently as Q3 2025.

Arkadios Wealth Advisors first reported a position in UJUN in Q3 2025 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold UJUN as of Q2 2026.

Arkadios Wealth Advisors held 15,710 shares of Innovator US Equity Ultra Buffer ETF June worth $605K as of Q2 2026.
Innovator US Equity Ultra Buffer ETF June was a new Arkadios Wealth Advisors position in Q2 2026.
Innovator US Equity Ultra Buffer ETF June made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1038 holding.
Arkadios Wealth Advisors first reported a position in Innovator US Equity Ultra Buffer ETF June in Q3 2025 and has held it in 2 quarters since.
69 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF June as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.