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
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

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Commonwealth Equity Services

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KFG Wealth Management Granger, Indiana $773M AUM 12.78% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return