SWM
UJUN icon

Spire Wealth Management’s Innovator US Equity Ultra Buffer ETF June UJUN Stock Holding History

Spire Wealth Management’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 		$2.61M Buy
67,674
+27,889
+70% +$1.07M 0.08% 224
2026
Q1 		$1.48M Sell
39,785
-12,591
-24% -$472K 0.05% 317
2025
Q4 		$1.96M Sell
52,376
-8,904
-15% -$329K 0.07% 257
2025
Q3 		$2.25M Sell
61,280
-711
-1% -$25.7K 0.08% 210
2025
Q2 		$1.7M Buy
61,991
+26,106
+73% +$882K 0.06% 265
2025
Q1 		$1.19M Sell
35,885
-6,723
-16% -$228K 0.04% 370
2024
Q4 		$1.44M Sell
42,608
-1,761
-4% -$59.3K 0.04% 313
2024
Q3 		$1.47M Sell
44,369
-4
-0% -$130 0.05% 292
2024
Q2 		$1.42M Buy
44,373
+36,293
+449% +$1.14M 0.05% 281
2024
Q1 		$251K Hold
8,080
– – ﹤0.01% 714
2023
Q4 		$245K Sell
8,080
-1,050
-12% -$30.4K 0.01% 705
2023
Q3 		$258K Hold
9,130
– – 0.01% 636
2023
Q2 		$261K Buy
9,130
+230
+3% +$6.4K 0.01% 645
2023
Q1 		$245K Buy
8,900
+6,900
+345% +$188K 0.01% 669
2022
Q4 		$54K Hold
2,000
– – ﹤0.01% 967
2022
Q3 		$52K Sell
2,000
-6,900
-78% -$188K ﹤0.01% 940
2022
Q2 		$237K Hold
8,900
– – 0.01% 702
2022
Q1 		$261K Hold
8,900
– – 0.01% 777
2021
Q4 		$262K Hold
8,900
– – 0.01% 970
2021
Q3 		$256K Hold
8,900
– – 0.01% 821
2021
Q2 		$255K Buy
+8,900
New +$253K 0.01% 848

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
CVA
Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Spire Wealth Management's UJUN Position: Q2 2026 in Review

Spire Wealth Management increased its Innovator US Equity Ultra Buffer ETF June (UJUN) stake by 70% in Q2 2026, buying an estimated $1.07M and bringing the position to 67,674 shares worth $2.61M. The position accounts for 0.08% of the portfolio, ranked #224.

Spire Wealth Management first reported a position in UJUN in Q2 2021 and has held it in 21 quarters since. 69 funds tracked by Wall St. Rank hold UJUN as of Q2 2026.

  • Spire Wealth Management held 67,674 shares of Innovator US Equity Ultra Buffer ETF June worth $2.61M as of Q2 2026.
  • Spire Wealth Management bought 27,889 Innovator US Equity Ultra Buffer ETF June shares in Q2 2026, an estimated $1.07M.
  • Innovator US Equity Ultra Buffer ETF June made up 0.08% of Spire Wealth Management's portfolio in Q2 2026, its #224 holding.
  • Spire Wealth Management first reported a position in Innovator US Equity Ultra Buffer ETF June in Q2 2021 and has held it in 21 quarters since.
  • 69 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF June as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.