Berkshire Money Management’s Innovator US Equity Ultra Buffer ETF June UJUN Stock Holding History

Berkshire Money 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
2025 Q3	–	Sell	-4,459	Closed	-$159K	–	130
2025 Q2	$159K	Buy	+4,459	New	+$151K	0.02%	109
2020 Q2	–	Sell	-824,876	Closed	-$19.9M	–	72
2020 Q1	$19.9M	Buy	+824,876	New	+$21.1M	4.88%	9

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 $1.88B AUM 41.21% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Berkshire Money Management's UJUN Position: Q3 2025 in Review

Berkshire Money Management sold out of Innovator US Equity Ultra Buffer ETF June (UJUN) in Q3 2025, closing a stake of 4,459 shares — an estimated $159K sold.

Berkshire Money Management first reported a position in UJUN in Q1 2020 and held it in 2 quarters. The position peaked at $19.9M in Q1 2020. 56 funds tracked by Wall St. Rank hold UJUN as of Q3 2025.

Berkshire Money Management reported no remaining Innovator US Equity Ultra Buffer ETF June position as of Q3 2025 after selling out during the quarter.
Berkshire Money Management sold 4,459 Innovator US Equity Ultra Buffer ETF June shares in Q3 2025, an estimated $159K.
Berkshire Money Management first reported a position in Innovator US Equity Ultra Buffer ETF June in Q1 2020 and held it in 2 quarters.
Berkshire Money Management's Innovator US Equity Ultra Buffer ETF June position peaked at $19.9M in Q1 2020.
56 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF June as of Q3 2025.

Based on Berkshire Money Management's 13F filing for Q3 2025, filed 14 Oct 2025.