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AssuredPartners Investment Advisors’s Innovator US Equity Ultra Buffer ETF June UJUN Stock Holding History

AssuredPartners Investment 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 		$1.52M Buy
39,322
+13,966
+55% +$535K 0.15% 153
2026
Q1 		$951K Sell
25,356
-154
-0.6% -$5.78K 0.1% 197
2025
Q4 		$954K Buy
+25,510
New +$943K 0.14% 150
2025
Q2 		– Sell
-15,353
Closed -$509K – 324
2025
Q1 		$509K Sell
15,353
-1,442
-9% -$49K 0.1% 198
2024
Q4 		$568K Buy
+16,795
New +$566K 0.11% 186

Other funds holding UJUN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $855M AUM
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

AssuredPartners Investment Advisors's UJUN Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Innovator US Equity Ultra Buffer ETF June (UJUN) stake by 55% in Q2 2026, buying an estimated $535K and bringing the position to 39,322 shares worth $1.52M. The position accounts for 0.15% of the portfolio, ranked #153.

AssuredPartners Investment Advisors first reported a position in UJUN in Q4 2024 and has held it in 5 quarters since. 70 funds tracked by Wall St. Rank hold UJUN as of Q2 2026.

  • AssuredPartners Investment Advisors held 39,322 shares of Innovator US Equity Ultra Buffer ETF June worth $1.52M as of Q2 2026.
  • AssuredPartners Investment Advisors bought 13,966 Innovator US Equity Ultra Buffer ETF June shares in Q2 2026, an estimated $535K.
  • Innovator US Equity Ultra Buffer ETF June made up 0.15% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #153 holding.
  • AssuredPartners Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF June in Q4 2024 and has held it in 5 quarters since.
  • 70 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF June as of Q2 2026.

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