SageView Advisory Group’s Innovator US Equity Ultra Buffer ETF June UJUN Stock Holding History

SageView Advisory 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	$943K	Buy	24,458 +12,028	+97%	+$461K	0.03%	254
2026 Q1	$463K	Hold	12,430	–	–	0.02%	365
2025 Q4	$465K	Sell	12,430 -4,248	-25%	-$157K	0.02%	373
2025 Q3	$612K	Hold	16,678	–	–	0.02%	344
2025 Q2	$601K	Sell	16,678 -10,774	-39%	-$364K	0.02%	332
2025 Q1	$910K	Hold	27,452	–	–	0.04%	243
2024 Q4	$928K	Buy	27,452 +10,326	+60%	+$348K	0.04%	230
2024 Q3	$569K	Sell	17,126 -32,335	-65%	-$1.05M	0.03%	280
2024 Q2	$1.58M	Buy	+49,461	New	+$1.55M	0.07%	154
2024 Q1	–	Sell	-34,721	Closed	-$1.14K	–	807
2023 Q4	$1.14K	Buy	+34,721	New	+$1.01M	﹤0.01%	654

Other funds holding UJUN

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPW

Talon Private Wealth The Villages, Florida $855M AUM

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

SageView Advisory Group's UJUN Position: Q2 2026 in Review

SageView Advisory Group increased its Innovator US Equity Ultra Buffer ETF June (UJUN) stake by 97% in Q2 2026, buying an estimated $461K and bringing the position to 24,458 shares worth $943K. The position accounts for 0.03% of the portfolio, ranked #254.

SageView Advisory Group first reported a position in UJUN in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.58M in Q2 2024. 70 funds tracked by Wall St. Rank hold UJUN as of Q2 2026.

SageView Advisory Group held 24,458 shares of Innovator US Equity Ultra Buffer ETF June worth $943K as of Q2 2026.
SageView Advisory Group bought 12,028 Innovator US Equity Ultra Buffer ETF June shares in Q2 2026, an estimated $461K.
Innovator US Equity Ultra Buffer ETF June made up 0.03% of SageView Advisory Group's portfolio in Q2 2026, its #254 holding.
SageView Advisory Group first reported a position in Innovator US Equity Ultra Buffer ETF June in Q4 2023 and has held it in 10 quarters since.
SageView Advisory Group's Innovator US Equity Ultra Buffer ETF June position peaked at $1.58M in Q2 2024.
70 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF June as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.