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

Avior 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
2023
Q2 		– Sell
-2,000
Closed -$55.1K – 1674
2023
Q1 		$55.1K Buy
+2,000
New +$54.5K ﹤0.01% 746

Other funds holding UJUN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 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
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Avior Wealth Management's UJUN Position: Q2 2023 in Review

Avior Wealth Management sold out of Innovator US Equity Ultra Buffer ETF June (UJUN) in Q2 2023, closing a stake of 2,000 shares — an estimated $55.1K sold.

Avior Wealth Management first reported a position in UJUN in Q1 2023 and held it in 1 quarter. The position peaked at $55.1K in Q1 2023. 40 funds tracked by Wall St. Rank hold UJUN as of Q2 2023.

  • Avior Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF June position as of Q2 2023 after selling out during the quarter.
  • Avior Wealth Management sold 2,000 Innovator US Equity Ultra Buffer ETF June shares in Q2 2023, an estimated $55.1K.
  • Avior Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF June in Q1 2023 and held it in 1 quarter.
  • Avior Wealth Management's Innovator US Equity Ultra Buffer ETF June position peaked at $55.1K in Q1 2023.
  • 40 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF June as of Q2 2023.

Based on Avior Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.