Larson Financial Group’s Innovator US Equity Ultra Buffer ETF June UJUN Stock Holding History

Larson Financial 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
2026 Q2	$6.98K	Hold	181	–	–	﹤0.01%	2615
2026 Q1	$6.74K	Hold	181	–	–	﹤0.01%	2458
2025 Q4	$6.77K	Hold	181	–	–	﹤0.01%	2331
2025 Q3	$6.64K	Hold	181	–	–	﹤0.01%	2242
2025 Q2	$6.45K	Hold	181	–	–	﹤0.01%	1990
2025 Q1	$6K	Hold	181	–	–	﹤0.01%	1833
2024 Q4	$6.12K	Hold	181	–	–	﹤0.01%	1620
2024 Q3	$6.01K	Hold	181	–	–	﹤0.01%	1633
2024 Q2	$5.79K	Hold	181	–	–	﹤0.01%	1414
2024 Q1	$5.61K	Sell	181 -262	-59%	-$8.01K	﹤0.01%	1170
2023 Q4	$13.3K	Hold	443	–	–	﹤0.01%	947
2023 Q3	$12.5K	Hold	443	–	–	﹤0.01%	936
2023 Q2	$12.7K	Sell	443 -318	-42%	-$8.85K	﹤0.01%	861
2023 Q1	$21K	Buy	761 +181	+31%	+$4.93K	﹤0.01%	730
2022 Q4	$15.5K	Buy	+580	New	+$15.6K	﹤0.01%	753

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

Larson Financial Group's UJUN Position: Q2 2026 in Review

Larson Financial Group held its Innovator US Equity Ultra Buffer ETF June (UJUN) position steady in Q2 2026 at 181 shares worth $6.98K. The position accounts for ﹤0.01% of the portfolio, ranked #2615.

Larson Financial Group first reported a position in UJUN in Q4 2022 and has held it in 15 quarters since. The position peaked at $21K in Q1 2023. 69 funds tracked by Wall St. Rank hold UJUN as of Q2 2026.

Larson Financial Group held 181 shares of Innovator US Equity Ultra Buffer ETF June worth $6.98K as of Q2 2026.
Larson Financial Group left its Innovator US Equity Ultra Buffer ETF June share count unchanged in Q2 2026.
Innovator US Equity Ultra Buffer ETF June made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2615 holding.
Larson Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF June in Q4 2022 and has held it in 15 quarters since.
Larson Financial Group's Innovator US Equity Ultra Buffer ETF June position peaked at $21K in Q1 2023.
69 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF June as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.