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Cornerstone Planning Group’s Innovator US Equity Ultra Buffer ETF June UJUN Stock Holding History

Cornerstone Planning Group’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
-674
Closed -$19.1K – 1025
2023
Q3 		$19.1K Buy
+674
New +$19.3K 0.01% 310

Other funds holding UJUN

TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Planning Group's UJUN Position: Q4 2023 in Review

Cornerstone Planning Group sold out of Innovator US Equity Ultra Buffer ETF June (UJUN) in Q4 2023, closing a stake of 674 shares — an estimated $19.1K sold.

Cornerstone Planning Group first reported a position in UJUN in Q3 2023 and held it in 1 quarter. The position peaked at $19.1K in Q3 2023. 39 funds tracked by Wall St. Rank hold UJUN as of Q4 2023.

  • Cornerstone Planning Group reported no remaining Innovator US Equity Ultra Buffer ETF June position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 674 Innovator US Equity Ultra Buffer ETF June shares in Q4 2023, an estimated $19.1K.
  • Cornerstone Planning Group first reported a position in Innovator US Equity Ultra Buffer ETF June in Q3 2023 and held it in 1 quarter.
  • Cornerstone Planning Group's Innovator US Equity Ultra Buffer ETF June position peaked at $19.1K in Q3 2023.
  • 39 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF June as of Q4 2023.

Based on Cornerstone Planning Group's 13F filing for Q4 2023, filed 12 Feb 2024.