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

Next 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
2021
Q4 		$30K Hold
1,017
– – ﹤0.01% 1723
2021
Q3 		$29K Hold
1,017
– – ﹤0.01% 1660
2021
Q2 		$29K Buy
+1,017
New +$28.9K ﹤0.01% 1622

Other funds holding UJUN

CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Next Financial Group's UJUN Position: Q4 2021 in Review

Next Financial Group held its Innovator US Equity Ultra Buffer ETF June (UJUN) position steady in Q4 2021 at 1,017 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1723.

Next Financial Group first reported a position in UJUN in Q2 2021 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold UJUN as of Q4 2021.

  • Next Financial Group held 1,017 shares of Innovator US Equity Ultra Buffer ETF June worth $30K as of Q4 2021.
  • Next Financial Group left its Innovator US Equity Ultra Buffer ETF June share count unchanged in Q4 2021.
  • Innovator US Equity Ultra Buffer ETF June made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1723 holding.
  • Next Financial Group first reported a position in Innovator US Equity Ultra Buffer ETF June in Q2 2021 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF June as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.