Comprehensive Financial Consultants Institutional’s Innovator US Equity Ultra Buffer ETF June UJUN Stock Holding History

Comprehensive Financial Consultants Institutional’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	$473K	Buy	+12,285	New	+$471K	0.13%	141
2023 Q4	–	Sell	-68,422	Closed	-$1.94M	–	162
2023 Q3	$1.94M	Sell	68,422 -1,059	-2%	-$30.4K	1.02%	31
2023 Q2	$2M	Buy	+69,481	New	+$1.93M	1.06%	31

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 $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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

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

Comprehensive Financial Consultants Institutional's UJUN Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional opened a new position in Innovator US Equity Ultra Buffer ETF June (UJUN) in Q2 2026: 12,285 shares worth $473K. The stake represents 0.13% of the portfolio and ranks #141 among its holdings. This is a return to the name: Comprehensive Financial Consultants Institutional previously reported a position in UJUN as recently as Q3 2023.

Comprehensive Financial Consultants Institutional first reported a position in UJUN in Q2 2023 and has held it in 3 quarters since. The position peaked at $2M in Q2 2023. 69 funds tracked by Wall St. Rank hold UJUN as of Q2 2026.

Comprehensive Financial Consultants Institutional held 12,285 shares of Innovator US Equity Ultra Buffer ETF June worth $473K as of Q2 2026.
Innovator US Equity Ultra Buffer ETF June was a new Comprehensive Financial Consultants Institutional position in Q2 2026.
Innovator US Equity Ultra Buffer ETF June made up 0.13% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #141 holding.
Comprehensive Financial Consultants Institutional first reported a position in Innovator US Equity Ultra Buffer ETF June in Q2 2023 and has held it in 3 quarters since.
Comprehensive Financial Consultants Institutional's Innovator US Equity Ultra Buffer ETF June position peaked at $2M in Q2 2023.
69 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF June as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.