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Beacon Financial Advisory’s Innovator US Equity Ultra Buffer ETF June UJUN Stock Holding History

Beacon Financial Advisory’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 		$216K Buy
+5,608
New +$215K 0.04% 397

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

Beacon Financial Advisory's UJUN Position: Q2 2026 in Review

Beacon Financial Advisory opened a new position in Innovator US Equity Ultra Buffer ETF June (UJUN) in Q2 2026: 5,608 shares worth $216K. The stake represents 0.04% of the portfolio and ranks #397 among its holdings.

69 funds tracked by Wall St. Rank hold UJUN as of Q2 2026.

  • Beacon Financial Advisory held 5,608 shares of Innovator US Equity Ultra Buffer ETF June worth $216K as of Q2 2026.
  • Innovator US Equity Ultra Buffer ETF June was a new Beacon Financial Advisory position in Q2 2026.
  • Innovator US Equity Ultra Buffer ETF June made up 0.04% of Beacon Financial Advisory's portfolio in Q2 2026, its #397 holding.
  • 69 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF June as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.