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Foundations Investment Advisors’s Innovator US Equity Ultra Buffer ETF June UJUN Stock Holding History

Foundations Investment Advisors’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 		$893K Buy
23,168
+183
+0.8% +$7.02K 0.01% 601
2026
Q1 		$856K Buy
22,985
+320
+1% +$12K 0.01% 556
2025
Q4 		$848K Buy
22,665
+11,811
+109% +$437K 0.01% 561
2025
Q3 		$398K Buy
+10,854
New +$392K 0.01% 733

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
TF
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
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

Foundations Investment Advisors's UJUN Position: Q2 2026 in Review

Foundations Investment Advisors increased its Innovator US Equity Ultra Buffer ETF June (UJUN) stake by 0.8% in Q2 2026, buying an estimated $7.02K and bringing the position to 23,168 shares worth $893K. The position accounts for 0.01% of the portfolio, ranked #601.

Foundations Investment Advisors first reported a position in UJUN in Q3 2025 and has held it in 4 quarters since. 69 funds tracked by Wall St. Rank hold UJUN as of Q2 2026.

  • Foundations Investment Advisors held 23,168 shares of Innovator US Equity Ultra Buffer ETF June worth $893K as of Q2 2026.
  • Foundations Investment Advisors bought 183 Innovator US Equity Ultra Buffer ETF June shares in Q2 2026, an estimated $7.02K.
  • Innovator US Equity Ultra Buffer ETF June made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #601 holding.
  • Foundations Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF June in Q3 2025 and has held it in 4 quarters since.
  • 69 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF June as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.