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

IMG 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
2026 Q2	$1.22M	Buy	31,539 +3,402	+12%	+$130K	0.68%	24
2026 Q1	$1.05M	Sell	28,137 -5	-0%	-$188	0.67%	27
2025 Q4	$1.05M	Sell	28,142 -320	-1%	-$11.8K	0.67%	24
2025 Q3	$1.04M	Sell	28,462 -348	-1%	-$12.6K	0.71%	20
2025 Q2	$1.03M	Buy	28,810 +2,673	+10%	+$90.3K	0.8%	21
2025 Q1	$866K	Sell	26,137 -72	-0.3%	-$2.44K	0.78%	21
2024 Q4	$886K	Buy	+26,209	New	+$882K	0.82%	22

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

IMG Wealth Management's UJUN Position: Q2 2026 in Review

IMG Wealth Management increased its Innovator US Equity Ultra Buffer ETF June (UJUN) stake by 12% in Q2 2026, buying an estimated $130K and bringing the position to 31,539 shares worth $1.22M. The position accounts for 0.68% of the portfolio, ranked #24.

IMG Wealth Management first reported a position in UJUN in Q4 2024 and has held it in 7 quarters since. 69 funds tracked by Wall St. Rank hold UJUN as of Q2 2026.

IMG Wealth Management held 31,539 shares of Innovator US Equity Ultra Buffer ETF June worth $1.22M as of Q2 2026.
IMG Wealth Management bought 3,402 Innovator US Equity Ultra Buffer ETF June shares in Q2 2026, an estimated $130K.
Innovator US Equity Ultra Buffer ETF June made up 0.68% of IMG Wealth Management's portfolio in Q2 2026, its #24 holding.
IMG Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF June in Q4 2024 and has held it in 7 quarters since.
69 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF June as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.