LPL Financial
UJUN icon

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

LPL Financial’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 		$1.7M Buy
44,064
+12,471
+39% +$478K ﹤0.01% 3929
2026
Q1 		$1.18M Hold
31,593
– – ﹤0.01% 4038
2025
Q4 		$1.18M Buy
31,593
+500
+2% +$18.5K ﹤0.01% 3901
2025
Q3 		$1.14M Buy
31,093
+1,627
+6% +$58.8K ﹤0.01% 3874
2025
Q2 		$1.05M Buy
29,466
+76
+0.3% +$2.57K ﹤0.01% 3713
2025
Q1 		$974K Buy
29,390
+6,303
+27% +$214K ﹤0.01% 3582
2024
Q4 		$781K Hold
23,087
– – ﹤0.01% 3706
2024
Q3 		$767K Buy
23,087
+1,100
+5% +$35.6K ﹤0.01% 3638
2024
Q2 		$704K Buy
21,987
+2,405
+12% +$75.4K ﹤0.01% 3567
2024
Q1 		$607K Sell
19,582
-928
-5% -$28.4K ﹤0.01% 3611
2023
Q4 		$616K Buy
20,510
+5,678
+38% +$165K ﹤0.01% 3497
2023
Q3 		$420K Buy
+14,832
New +$425K ﹤0.01% 3623

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

LPL Financial's UJUN Position: Q2 2026 in Review

LPL Financial increased its Innovator US Equity Ultra Buffer ETF June (UJUN) stake by 39% in Q2 2026, buying an estimated $478K and bringing the position to 44,064 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3929.

LPL Financial first reported a position in UJUN in Q3 2023 and has held it in 12 quarters since. 69 funds tracked by Wall St. Rank hold UJUN as of Q2 2026.

  • LPL Financial held 44,064 shares of Innovator US Equity Ultra Buffer ETF June worth $1.7M as of Q2 2026.
  • LPL Financial bought 12,471 Innovator US Equity Ultra Buffer ETF June shares in Q2 2026, an estimated $478K.
  • Innovator US Equity Ultra Buffer ETF June made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3929 holding.
  • LPL Financial first reported a position in Innovator US Equity Ultra Buffer ETF June in Q3 2023 and has held it in 12 quarters since.
  • 69 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF June as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.