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WealthPLAN Partners’s Innovator US Equity Ultra Buffer ETF June UJUN Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-6,525
Closed -$187K – 1111
2023
Q2 		$187K Hold
6,525
– – 0.03% 301
2023
Q1 		$180K Buy
+6,525
New +$178K 0.02% 328

Other funds holding UJUN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

WealthPLAN Partners's UJUN Position: Q3 2023 in Review

WealthPLAN Partners sold out of Innovator US Equity Ultra Buffer ETF June (UJUN) in Q3 2023, closing a stake of 6,525 shares — an estimated $187K sold.

WealthPLAN Partners first reported a position in UJUN in Q1 2023 and held it in 2 quarters. The position peaked at $187K in Q2 2023. 41 funds tracked by Wall St. Rank hold UJUN as of Q3 2023.

  • WealthPLAN Partners reported no remaining Innovator US Equity Ultra Buffer ETF June position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 6,525 Innovator US Equity Ultra Buffer ETF June shares in Q3 2023, an estimated $187K.
  • WealthPLAN Partners first reported a position in Innovator US Equity Ultra Buffer ETF June in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Innovator US Equity Ultra Buffer ETF June position peaked at $187K in Q2 2023.
  • 41 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF June as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.