Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Innovator US Equity Ultra Buffer ETF June UJUN Stock Holding History

Wealth Enhancement Advisory Services’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 Q1	$559K	Sell	14,941 -1,686	-10%	-$63.3K	﹤0.01%	2231
2025 Q4	$624K	Hold	16,627	–	–	﹤0.01%	2315
2025 Q3	$611K	Sell	16,627 -1,970	-11%	-$71.2K	﹤0.01%	2201
2025 Q2	$663K	Buy	18,597 +1,150	+7%	+$38.9K	﹤0.01%	2005
2025 Q1	$578K	Sell	17,447 -751	-4%	-$25.5K	﹤0.01%	1950
2024 Q4	$615K	Sell	18,198 -3,234	-15%	-$109K	﹤0.01%	1835
2024 Q3	$712K	Hold	21,432	–	–	﹤0.01%	1595
2024 Q2	$686K	Hold	21,432	–	–	﹤0.01%	1460
2024 Q1	$665K	Sell	21,432 -1,530	-7%	-$46.8K	﹤0.01%	1432
2023 Q4	$690K	Hold	22,962	–	–	﹤0.01%	1329
2023 Q3	$650K	Buy	+22,962	New	+$658K	﹤0.01%	1286

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Susquehanna International Group

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Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return