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Optimum Investment Advisors’s Innovator US Equity Ultra Buffer ETF June UJUN Stock Holding History

Optimum Investment Advisors’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
2024
Q2 		– Sell
-2,650
Closed -$82.2K – 661
2024
Q1 		$82.2K Hold
2,650
– – 0.04% 293
2023
Q4 		$79.6K Hold
2,650
– – 0.04% 291
2023
Q3 		$75K Hold
2,650
– – 0.04% 310
2023
Q2 		$75.8K Hold
2,650
– – 0.04% 321
2023
Q1 		$73.1K Hold
2,650
– – 0.04% 320
2022
Q4 		$71K Hold
2,650
– – 0.04% 328
2022
Q3 		$69K Hold
2,650
– – 0.04% 333
2022
Q2 		$70K Hold
2,650
– – 0.04% 344
2022
Q1 		$78K Hold
2,650
– – 0.03% 354
2021
Q4 		$78K Hold
2,650
– – 0.03% 383
2021
Q3 		$76K Hold
2,650
– – 0.03% 381
2021
Q2 		$76K Buy
+2,650
New +$75.3K 0.02% 426

Other funds holding UJUN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Optimum Investment Advisors's UJUN Position: Q2 2024 in Review

Optimum Investment Advisors sold out of Innovator US Equity Ultra Buffer ETF June (UJUN) in Q2 2024, closing a stake of 2,650 shares — an estimated $82.2K sold.

Optimum Investment Advisors first reported a position in UJUN in Q2 2021 and held it in 12 quarters. The position peaked at $82.2K in Q1 2024. 51 funds tracked by Wall St. Rank hold UJUN as of Q2 2024.

  • Optimum Investment Advisors reported no remaining Innovator US Equity Ultra Buffer ETF June position as of Q2 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,650 Innovator US Equity Ultra Buffer ETF June shares in Q2 2024, an estimated $82.2K.
  • Optimum Investment Advisors first reported a position in Innovator US Equity Ultra Buffer ETF June in Q2 2021 and held it in 12 quarters.
  • Optimum Investment Advisors's Innovator US Equity Ultra Buffer ETF June position peaked at $82.2K in Q1 2024.
  • 51 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF June as of Q2 2024.

Based on Optimum Investment Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.