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Bedel Financial Consulting’s Innovator US Equity Ultra Buffer ETF June UJUN Stock Holding History

Bedel Financial Consulting’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
2022
Q2 		– Sell
-704
Closed -$21K – 854
2022
Q1 		$21K Hold
704
– – 0.01% 544
2021
Q4 		$21K Hold
704
– – 0.01% 562
2021
Q3 		$20K Hold
704
– – 0.01% 554
2021
Q2 		$20K Buy
+704
New +$20K 0.01% 558

Other funds holding UJUN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
SWP
Summit Wealth Partners Orlando, Florida $632M AUM 9.71% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bedel Financial Consulting's UJUN Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Innovator US Equity Ultra Buffer ETF June (UJUN) in Q2 2022, closing a stake of 704 shares — an estimated $21K sold.

Bedel Financial Consulting first reported a position in UJUN in Q2 2021 and held it in 4 quarters. The position peaked at $21K in Q1 2022. 28 funds tracked by Wall St. Rank hold UJUN as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Innovator US Equity Ultra Buffer ETF June position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 704 Innovator US Equity Ultra Buffer ETF June shares in Q2 2022, an estimated $21K.
  • Bedel Financial Consulting first reported a position in Innovator US Equity Ultra Buffer ETF June in Q2 2021 and held it in 4 quarters.
  • Bedel Financial Consulting's Innovator US Equity Ultra Buffer ETF June position peaked at $21K in Q1 2022.
  • 28 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF June as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.