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IHT Wealth Management’s Innovator US Equity Ultra Buffer ETF June UJUN Stock Holding History

IHT Wealth 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
Q1 		– Sell
-11,963
Closed -$404K – 1149
2024
Q4 		$404K Sell
11,963
-5,862
-33% -$197K 0.01% 748
2024
Q3 		$602K Buy
17,825
+614
+4% +$19.9K 0.02% 665
2024
Q2 		$547K Buy
+17,211
New +$539K 0.02% 611

Other funds holding UJUN

BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

IHT Wealth Management's UJUN Position: Q1 2025 in Review

IHT Wealth Management sold out of Innovator US Equity Ultra Buffer ETF June (UJUN) in Q1 2025, closing a stake of 11,963 shares — an estimated $404K sold.

IHT Wealth Management first reported a position in UJUN in Q2 2024 and held it in 3 quarters. The position peaked at $602K in Q3 2024. 49 funds tracked by Wall St. Rank hold UJUN as of Q1 2025.

  • IHT Wealth Management reported no remaining Innovator US Equity Ultra Buffer ETF June position as of Q1 2025 after selling out during the quarter.
  • IHT Wealth Management sold 11,963 Innovator US Equity Ultra Buffer ETF June shares in Q1 2025, an estimated $404K.
  • IHT Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF June in Q2 2024 and held it in 3 quarters.
  • IHT Wealth Management's Innovator US Equity Ultra Buffer ETF June position peaked at $602K in Q3 2024.
  • 49 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF June as of Q1 2025.

Based on IHT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.