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

Sequoia Financial 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
-8,985
Closed -$279K – 1279
2024
Q1 		$279K Hold
8,985
– – ﹤0.01% 893
2023
Q4 		$270K Hold
8,985
– – ﹤0.01% 971
2023
Q3 		$254K Hold
8,985
– – ﹤0.01% 755
2023
Q2 		$257K Buy
+8,985
New +$250K ﹤0.01% 752

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

Sequoia Financial Advisors's UJUN Position: Q2 2024 in Review

Sequoia Financial Advisors sold out of Innovator US Equity Ultra Buffer ETF June (UJUN) in Q2 2024, closing a stake of 8,985 shares — an estimated $279K sold.

Sequoia Financial Advisors first reported a position in UJUN in Q2 2023 and held it in 4 quarters. The position peaked at $279K in Q1 2024. 51 funds tracked by Wall St. Rank hold UJUN as of Q2 2024.

  • Sequoia Financial Advisors reported no remaining Innovator US Equity Ultra Buffer ETF June position as of Q2 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 8,985 Innovator US Equity Ultra Buffer ETF June shares in Q2 2024, an estimated $279K.
  • Sequoia Financial Advisors first reported a position in Innovator US Equity Ultra Buffer ETF June in Q2 2023 and held it in 4 quarters.
  • Sequoia Financial Advisors's Innovator US Equity Ultra Buffer ETF June position peaked at $279K in Q1 2024.
  • 51 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF June as of Q2 2024.

Based on Sequoia Financial Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.