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 Q2	$578K	Sell	14,928 -13	-0.1%	-$498	﹤0.01%	2548
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

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

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

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

Wealth Enhancement Advisory Services's UJUN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Innovator US Equity Ultra Buffer ETF June (UJUN) stake by 0.09% in Q2 2026, selling an estimated $498 and leaving 14,928 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #2548.

Wealth Enhancement Advisory Services first reported a position in UJUN in Q3 2023 and has held it in 12 quarters since. The position peaked at $712K in Q3 2024. 69 funds tracked by Wall St. Rank hold UJUN as of Q2 2026.

Wealth Enhancement Advisory Services held 14,928 shares of Innovator US Equity Ultra Buffer ETF June worth $578K as of Q2 2026.
Wealth Enhancement Advisory Services sold 13 Innovator US Equity Ultra Buffer ETF June shares in Q2 2026, an estimated $498.
Innovator US Equity Ultra Buffer ETF June made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2548 holding.
Wealth Enhancement Advisory Services first reported a position in Innovator US Equity Ultra Buffer ETF June in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Innovator US Equity Ultra Buffer ETF June position peaked at $712K in Q3 2024.
69 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF June as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.